+2,221.8%
TGT vs VTR
+1,502.7%
+719.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | -5.0% | -1.8% | -3.2% | -4.7% |
| 30D | +3.0% | +4.0% | -1.0% | +2.2% |
| 3M | +22.6% | +7.8% | +14.8% | +20.6% |
| 6M | +31.2% | +6.4% | +24.8% | +29.1% |
| YTD | +63.7% | +18.3% | +45.4% | +57.7% |
| 1Y | +78.5% | +33.9% | +44.5% | +67.4% |
| 3Y | +40.5% | +134.3% | -93.8% | +16.8% |
| 5Y | -25.6% | +90.3% | -115.8% | -36.0% |
| 10Y | +204.7% | +100.1% | +104.6% | +139.4% |
| All | +2,221.8% | +1,502.7% | +719.1% | +1,215.2% |
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 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