+13,102.1%
VLO vs VTR
+1,499.7%
+11,602.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.6% |
| 7D | +5.2% | -1.7% | +6.9% | +5.7% |
| 30D | +22.6% | -2.4% | +25.0% | +23.3% |
| 3M | +43.8% | +14.8% | +29.0% | +37.3% |
| 6M | +65.7% | +5.3% | +60.4% | +61.8% |
| YTD | +131.1% | +18.1% | +113.0% | +117.7% |
| 1Y | +143.6% | +36.7% | +106.9% | +119.0% |
| 3Y | +201.4% | +130.1% | +71.3% | +127.7% |
| 5Y | +568.9% | +89.5% | +479.4% | +427.1% |
| 10Y | +891.8% | +87.4% | +804.4% | +634.7% |
| All | +13,102.1% | +1,499.7% | +11,602.4% | +6,681.9% |
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