+7,551.9%
URI vs VTR
+2,616.4%
+4,935.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | -6.0% | +3.8% | -9.8% | -7.3% |
| 30D | +4.6% | +10.1% | -5.5% | +0.7% |
| 3M | -2.7% | -1.2% | -1.5% | -2.7% |
| 6M | +18.4% | +4.8% | +13.6% | +15.0% |
| YTD | +37.4% | +18.9% | +18.5% | +27.1% |
| 1Y | +30.4% | +21.8% | +8.5% | +19.4% |
| 3Y | +147.9% | +132.0% | +15.9% | +75.3% |
| 5Y | +202.1% | +94.7% | +107.4% | +126.7% |
| 10Y | +1,182.4% | +136.8% | +1,045.6% | +708.5% |
| All | +7,551.9% | +2,616.4% | +4,935.5% | +2,706.5% |
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 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