-63.2%
SPCH vs VTR
+7.8%
-71.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.5% | -10.1% | -5.4% |
| 7D | -13.4% | +10.0% | -23.4% | -5.9% |
| 30D | -39.6% | +9.6% | -49.3% | -34.7% |
| 3M | -1.4% | -1.2% | -0.2% | +0.4% |
| All | -63.2% | +7.8% | -71.0% | -61.3% |
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 · Available span rolling