+210.4%
URI vs VTR
+91.4%
+119.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +2.5% | -2.4% | +4.9% | +3.5% |
| 30D | -12.5% | -3.7% | -8.8% | -11.3% |
| 3M | -6.2% | +13.5% | -19.7% | -11.9% |
| 6M | +25.9% | +7.2% | +18.7% | +20.9% |
| YTD | +26.2% | +17.6% | +8.6% | +16.2% |
| 1Y | +5.5% | +35.4% | -29.9% | -9.5% |
| 3Y | +125.0% | +132.8% | -7.9% | +40.6% |
| 5Y | +210.4% | +88.7% | +121.8% | +106.5% |
| All | +210.4% | +91.4% | +119.0% | +106.5% |
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