+2,064.8%
TRV vs VTR
+1,484.0%
+580.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +0.5% |
| 7D | +0.2% | -2.9% | +3.1% | +1.0% |
| 30D | -2.3% | -2.8% | +0.5% | -1.7% |
| 3M | +22.7% | +9.0% | +13.7% | +19.9% |
| 6M | +21.9% | +5.0% | +17.0% | +20.2% |
| YTD | +27.5% | +16.9% | +10.5% | +22.1% |
| 1Y | +36.2% | +34.3% | +1.9% | +25.8% |
| 3Y | +140.6% | +131.6% | +9.0% | +91.2% |
| 5Y | +154.5% | +88.0% | +66.5% | +110.0% |
| 10Y | +295.4% | +97.8% | +197.7% | +199.3% |
| All | +2,064.8% | +1,484.0% | +580.8% | +1,036.3% |
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