+153.0%
VLO vs VTR
+33.3%
+119.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.2% |
| 7D | +5.3% | -0.3% | +5.6% | +5.3% |
| 30D | +18.2% | +1.1% | +17.1% | +18.4% |
| 3M | +53.3% | +7.9% | +45.4% | +54.2% |
| 6M | +70.4% | +6.2% | +64.3% | +71.4% |
| YTD | +143.4% | +17.7% | +125.7% | +147.5% |
| 1Y | +153.0% | +32.9% | +120.1% | +162.7% |
| All | +153.0% | +33.3% | +119.7% | +162.7% |
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 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