+262.7%
SLB vs VTR
+1,485.3%
-1,222.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +6.5% | +5.5% | +1.0% | +4.7% |
| 3M | -0.2% | -0.9% | +0.7% | -0.2% |
| 6M | -5.7% | -0.4% | -5.3% | -6.3% |
| YTD | +36.8% | +17.0% | +19.8% | +29.2% |
| 1Y | +45.8% | +18.0% | +27.8% | +37.2% |
| 3Y | +3.4% | +127.4% | -124.0% | -21.0% |
| 5Y | +76.1% | +92.3% | -16.1% | +39.6% |
| 10Y | -13.0% | +129.6% | -142.6% | -38.5% |
| All | +262.7% | +1,485.3% | -1,222.6% | +79.5% |
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