+143.6%
VLO vs VTR
+36.9%
+106.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | -0.3% |
| 7D | +5.2% | -1.7% | +6.9% | +5.0% |
| 30D | +22.6% | -2.4% | +25.0% | +22.1% |
| 3M | +43.8% | +14.8% | +29.0% | +46.5% |
| 6M | +65.7% | +5.3% | +60.4% | +66.8% |
| YTD | +131.1% | +18.1% | +113.0% | +135.6% |
| 1Y | +143.6% | +36.7% | +106.9% | +156.8% |
| All | +143.6% | +36.9% | +106.8% | +156.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling