+2,260.0%
VGT vs VTR
+763.6%
+1,496.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.5% | -2.9% | +4.4% | +2.3% |
| 30D | +0.5% | -2.8% | +3.3% | +1.2% |
| 3M | +5.3% | +9.0% | -3.8% | +2.2% |
| 6M | +32.4% | +5.0% | +27.5% | +29.5% |
| YTD | +28.6% | +16.9% | +11.7% | +21.8% |
| 1Y | +37.6% | +34.3% | +3.3% | +25.0% |
| 3Y | +125.5% | +131.6% | -6.1% | +72.6% |
| 5Y | +135.2% | +88.0% | +47.2% | +88.7% |
| 10Y | +812.9% | +97.8% | +715.1% | +548.7% |
| All | +2,260.0% | +763.6% | +1,496.4% | +870.7% |
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