+148.2%
TT vs VTR
+88.4%
+59.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.4% | -2.9% | +4.3% | +2.3% |
| 30D | -6.7% | -2.8% | -3.9% | -6.0% |
| 3M | -5.4% | +9.0% | -14.4% | -8.3% |
| 6M | +4.4% | +5.0% | -0.6% | +2.2% |
| YTD | +14.9% | +16.9% | -2.0% | +8.8% |
| 1Y | +9.3% | +34.3% | -25.0% | -1.3% |
| 3Y | +121.7% | +131.6% | -9.8% | +63.2% |
| 5Y | +148.2% | +88.0% | +60.2% | +85.5% |
| All | +148.2% | +88.4% | +59.7% | +85.5% |
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