+858.0%
TTMI vs VTR
+134.0%
+724.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.6% |
| 7D | +6.0% | -1.8% | +7.8% | +6.1% |
| 30D | -6.4% | +4.0% | -10.4% | -6.7% |
| 3M | -28.9% | +7.8% | -36.8% | -30.3% |
| 6M | +26.9% | +6.4% | +20.5% | +25.0% |
| YTD | +77.3% | +18.3% | +59.0% | +70.9% |
| 1Y | +147.5% | +33.9% | +113.6% | +132.4% |
| All | +858.0% | +134.0% | +724.0% | +539.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling