+282.6%
SPGI vs VTR
+100.2%
+182.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.2% |
| 7D | -8.9% | -1.8% | -7.1% | -8.4% |
| 30D | +0.6% | +4.0% | -3.4% | -0.5% |
| 3M | +2.0% | +7.8% | -5.9% | -0.3% |
| 6M | +0.1% | +6.4% | -6.3% | -2.1% |
| YTD | -16.4% | +18.3% | -34.7% | -20.9% |
| 1Y | -18.9% | +33.9% | -52.9% | -26.1% |
| 3Y | +13.8% | +134.3% | -120.6% | -12.6% |
| 5Y | +0.5% | +90.3% | -89.7% | -19.3% |
| All | +282.6% | +100.2% | +182.4% | +163.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling