-25.8%
NOW vs VTR
+102.5%
-128.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.2% |
| 7D | -8.7% | +3.8% | -12.5% | -9.4% |
| 30D | -29.3% | +10.1% | -39.4% | -30.7% |
| 3M | -21.8% | -1.2% | -20.7% | -21.7% |
| 6M | +9.2% | +4.8% | +4.5% | +7.9% |
| YTD | -35.0% | +18.9% | -53.9% | -38.5% |
| 1Y | -42.5% | +21.8% | -64.4% | -46.1% |
| 3Y | -21.5% | +132.0% | -153.5% | -43.9% |
| 5Y | -25.8% | +94.7% | -120.4% | -41.5% |
| All | -25.8% | +102.5% | -128.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling