+81.7%
VRT vs VTR
+35.8%
+45.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.4% |
| 7D | -7.7% | -1.8% | -5.9% | -7.9% |
| 30D | -12.0% | +4.0% | -16.0% | -11.4% |
| 3M | -11.7% | +7.8% | -19.5% | -11.7% |
| 6M | -8.1% | +6.4% | -14.4% | -7.5% |
| YTD | +53.2% | +18.3% | +34.9% | +54.8% |
| 1Y | +81.7% | +33.9% | +47.7% | +94.5% |
| All | +81.7% | +35.8% | +45.9% | +94.5% |
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