+11.3%
O vs VTR
+22.5%
-11.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +1.9% |
| 7D | +5.8% | +10.0% | -4.2% | +1.6% |
| 30D | +10.7% | +9.6% | +1.0% | +6.4% |
| 3M | -4.5% | -1.2% | -3.3% | -4.4% |
| 6M | -4.1% | +2.8% | -6.9% | -6.4% |
| YTD | +9.8% | +17.4% | -7.6% | +2.9% |
| 1Y | +11.3% | +22.0% | -10.7% | +2.5% |
| All | +11.3% | +22.5% | -11.2% | +2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling