+67.7%
V vs VTR
+88.4%
-20.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -2.9% | -2.9% | 0.0% | -2.2% |
| 30D | +1.9% | -2.8% | +4.7% | +2.5% |
| 3M | +13.2% | +9.0% | +4.2% | +10.5% |
| 6M | +16.7% | +5.0% | +11.8% | +14.8% |
| YTD | +5.4% | +16.9% | -11.5% | +0.7% |
| 1Y | +7.7% | +34.3% | -26.6% | -1.1% |
| 3Y | +52.0% | +131.6% | -79.6% | +19.0% |
| 5Y | +67.7% | +88.0% | -20.3% | +33.3% |
| All | +67.7% | +88.4% | -20.7% | +33.3% |
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