+46.2%
SLB vs VTR
+22.5%
+23.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -0.7% |
| 7D | -4.1% | +10.0% | -14.1% | -2.8% |
| 30D | +2.5% | +9.6% | -7.1% | +3.7% |
| 3M | +2.0% | -1.2% | +3.2% | +1.6% |
| 6M | -6.3% | +2.8% | -9.2% | -3.6% |
| YTD | +36.5% | +17.4% | +19.2% | +52.4% |
| 1Y | +46.2% | +22.0% | +24.2% | +67.8% |
| All | +46.2% | +22.5% | +23.8% | +67.8% |
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 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