-8.6%
TEL vs VTR
+22.5%
-31.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.5% |
| 7D | -0.5% | +10.0% | -10.5% | +0.6% |
| 30D | +0.6% | +9.6% | -9.0% | +1.3% |
| 3M | +2.0% | -1.2% | +3.2% | +1.9% |
| 6M | +8.1% | +2.8% | +5.3% | +9.6% |
| YTD | -2.2% | +17.4% | -19.5% | +0.3% |
| 1Y | -8.6% | +22.0% | -30.6% | -6.7% |
| All | -8.6% | +22.5% | -31.1% | -6.7% |
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 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