+3.7%
U vs VTR
+36.9%
-33.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -2.0% |
| 7D | -3.8% | -1.7% | -2.1% | -4.6% |
| 30D | +17.5% | -2.4% | +19.9% | +16.0% |
| 3M | +38.7% | +14.8% | +23.9% | +48.6% |
| 6M | +104.4% | +5.3% | +99.1% | +109.2% |
| YTD | -5.7% | +18.1% | -23.8% | +5.7% |
| 1Y | +3.7% | +36.7% | -33.0% | +27.0% |
| All | +3.7% | +36.9% | -33.2% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling