+6,893.4%
URI vs VTR
+2,598.1%
+4,295.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.4% |
| 7D | -2.0% | -1.7% | -0.3% | -1.4% |
| 30D | -12.9% | -2.4% | -10.5% | -12.3% |
| 3M | -6.7% | +14.8% | -21.5% | -12.0% |
| 6M | +19.0% | +5.3% | +13.7% | +15.8% |
| YTD | +25.5% | +18.1% | +7.4% | +16.8% |
| 1Y | +5.5% | +36.7% | -31.2% | -7.4% |
| 3Y | +111.3% | +130.1% | -18.8% | +50.2% |
| 5Y | +198.6% | +89.5% | +109.1% | +126.3% |
| 10Y | +1,179.9% | +87.4% | +1,092.5% | +776.8% |
| All | +6,893.4% | +2,598.1% | +4,295.4% | +2,479.0% |
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 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