+28.2%
SW vs VTR
+20.9%
+7.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +1.8% | +3.2% | -1.4% | +1.2% |
| 30D | +7.0% | +9.1% | -2.1% | +5.4% |
| 3M | -7.6% | -3.6% | -4.1% | -7.9% |
| 6M | +8.5% | +3.8% | +4.8% | +9.0% |
| YTD | +17.7% | +17.8% | -0.1% | +22.1% |
| All | +28.2% | +20.9% | +7.2% | +29.8% |
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 · 6 months rolling