+3.5%
SNOW vs VTR
+90.0%
-86.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.8% |
| 7D | -7.5% | -1.8% | -5.7% | -7.1% |
| 30D | -1.3% | +4.0% | -5.3% | -2.3% |
| 3M | +37.4% | +7.8% | +29.6% | +34.0% |
| 6M | +88.1% | +6.4% | +81.7% | +82.5% |
| YTD | +50.3% | +18.3% | +32.0% | +40.0% |
| 1Y | +46.0% | +33.9% | +12.0% | +29.2% |
| 3Y | +98.7% | +134.3% | -35.6% | +35.3% |
| 5Y | +3.5% | +90.3% | -86.8% | -28.6% |
| All | +3.5% | +90.0% | -86.5% | -28.6% |
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