+56.2%
RIG vs VTR
+87.5%
-31.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -0.5% | +1.1% | -1.6% | -0.9% |
| 3M | -6.0% | +7.9% | -13.9% | -9.0% |
| 6M | -10.1% | +6.2% | -16.3% | -12.8% |
| YTD | +37.3% | +17.7% | +19.6% | +27.8% |
| 1Y | +73.9% | +32.9% | +41.0% | +54.0% |
| 3Y | -30.2% | +129.7% | -159.9% | -54.1% |
| All | +56.2% | +87.5% | -31.3% | +19.8% |
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