+8,589.7%
PWR vs VTR
+2,359.7%
+6,230.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.8% | +2.5% |
| 7D | +4.5% | -2.4% | +6.9% | +5.3% |
| 30D | -4.9% | -3.7% | -1.1% | -3.9% |
| 3M | -7.9% | +13.5% | -21.4% | -12.2% |
| 6M | +18.3% | +7.2% | +11.1% | +14.6% |
| YTD | +51.5% | +17.6% | +33.9% | +42.7% |
| 1Y | +70.3% | +35.4% | +34.9% | +53.3% |
| 3Y | +210.6% | +132.8% | +77.8% | +132.6% |
| 5Y | +456.7% | +88.7% | +368.0% | +340.0% |
| 10Y | +2,396.1% | +87.6% | +2,308.4% | +1,676.2% |
| All | +8,589.7% | +2,359.7% | +6,230.0% | +3,944.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling