+13.8%
VRT vs VTR
+22.5%
-8.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.5% | -15.4% | -12.0% |
| 7D | -15.4% | +10.0% | -25.4% | -12.7% |
| 30D | -19.0% | +9.6% | -28.6% | -16.9% |
| 3M | -23.8% | -1.2% | -22.6% | -22.8% |
| 6M | -37.9% | +2.8% | -40.7% | -35.0% |
| YTD | +27.0% | +17.4% | +9.6% | +23.2% |
| 1Y | +13.8% | +22.0% | -8.2% | +16.5% |
| All | +13.8% | +22.5% | -8.7% | +16.5% |
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