-25.1%
TGT vs VTR
+87.5%
-112.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +1.2% | +1.1% | +0.1% | +0.9% |
| 3M | +18.4% | +7.9% | +10.5% | +15.3% |
| 6M | +33.4% | +6.2% | +27.3% | +30.3% |
| YTD | +63.8% | +17.7% | +46.1% | +54.8% |
| 1Y | +77.2% | +32.9% | +44.3% | +60.8% |
| 3Y | +41.8% | +129.7% | -87.9% | +4.1% |
| All | -25.1% | +87.5% | -112.6% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling