+6,655.0%
TT vs VTR
+1,499.7%
+5,155.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.4% |
| 7D | 0.0% | -1.7% | +1.7% | +0.4% |
| 30D | -7.2% | -2.4% | -4.7% | -6.6% |
| 3M | -3.0% | +14.8% | -17.8% | -6.9% |
| 6M | +1.4% | +5.3% | -4.0% | -0.6% |
| YTD | +15.9% | +18.1% | -2.2% | +10.2% |
| 1Y | +9.4% | +36.7% | -27.3% | -0.1% |
| 3Y | +124.4% | +130.1% | -5.7% | +76.0% |
| 5Y | +138.0% | +89.5% | +48.5% | +94.3% |
| 10Y | +886.4% | +87.4% | +799.0% | +638.2% |
| All | +6,655.0% | +1,499.7% | +5,155.2% | +3,166.6% |
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