+1,516.2%
TER vs VTR
+1,498.3%
+17.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | +24.0% | +0.7% | +23.3% | +23.7% |
| 30D | -30.6% | +6.9% | -37.6% | -32.4% |
| 3M | -34.5% | +1.3% | -35.8% | -35.2% |
| 6M | -26.4% | +2.5% | -28.8% | -28.4% |
| YTD | +36.4% | +18.0% | +18.4% | +26.6% |
| 1Y | +47.4% | +19.5% | +28.0% | +36.1% |
| 3Y | +202.6% | +130.2% | +72.4% | +122.4% |
| 5Y | +83.9% | +93.8% | -10.0% | +41.8% |
| 10Y | +1,068.0% | +131.5% | +936.5% | +648.5% |
| All | +1,516.2% | +1,498.3% | +17.9% | +457.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling