+40.9%
REGN vs VTR
+21.8%
+19.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | +10.3% | +6.4% | +3.9% | +9.0% |
| 30D | +22.2% | +8.8% | +13.5% | +20.3% |
| 3M | +17.6% | -3.2% | +20.8% | +17.6% |
| 6M | +28.9% | +3.8% | +25.1% | +25.8% |
| YTD | +17.4% | +17.2% | +0.2% | +19.0% |
| 1Y | +40.9% | +21.7% | +19.2% | +35.7% |
| All | +40.9% | +21.8% | +19.1% | +35.7% |
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