+5.2%
SSPC vs VTR
+7.8%
-2.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +2.5% | +5.3% | +5.5% |
| 7D | +11.8% | +10.0% | +1.8% | +2.9% |
| 30D | +44.7% | +9.6% | +35.1% | +34.9% |
| 3M | -40.7% | -1.2% | -39.5% | -40.6% |
| All | +5.2% | +7.8% | -2.6% | +2.6% |
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 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