+2.6%
NOW vs VTR
+91.4%
-88.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.5% | -4.9% |
| 7D | -6.1% | -2.4% | -3.7% | -5.6% |
| 30D | +7.5% | -3.7% | +11.2% | +8.2% |
| 3M | +17.5% | +13.5% | +4.0% | +14.6% |
| 6M | +7.9% | +7.2% | +0.7% | +5.9% |
| YTD | -12.4% | +17.6% | -30.0% | -16.5% |
| 1Y | -28.6% | +35.4% | -63.9% | -35.0% |
| 3Y | +11.8% | +132.8% | -121.0% | -17.9% |
| 5Y | +2.6% | +88.7% | -86.0% | -23.2% |
| All | +2.6% | +91.4% | -88.7% | -23.2% |
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