+229.2%
TER vs VTR
+33.3%
+196.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.3% |
| 7D | +6.4% | -0.3% | +6.7% | +6.2% |
| 30D | -5.7% | +1.1% | -6.8% | -5.1% |
| 3M | -0.4% | +7.9% | -8.3% | +0.9% |
| 6M | +25.8% | +6.2% | +19.7% | +29.9% |
| YTD | +96.4% | +17.7% | +78.7% | +102.5% |
| 1Y | +229.2% | +32.9% | +196.3% | +245.7% |
| All | +229.2% | +33.3% | +196.0% | +245.7% |
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