+438.6%
PWR vs VTR
+90.0%
+348.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.6% |
| 7D | -0.2% | -1.8% | +1.6% | +0.3% |
| 30D | -7.7% | +4.0% | -11.7% | -8.8% |
| 3M | -4.9% | +7.8% | -12.8% | -8.2% |
| 6M | +9.7% | +6.4% | +3.4% | +6.2% |
| YTD | +46.7% | +18.3% | +28.4% | +37.0% |
| 1Y | +58.7% | +33.9% | +24.8% | +41.8% |
| 3Y | +200.7% | +134.3% | +66.4% | +108.6% |
| 5Y | +438.6% | +90.3% | +348.3% | +287.2% |
| All | +438.6% | +90.0% | +348.5% | +287.2% |
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