-45.4%
VRT vs VTR
+1.5%
-46.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -4.4% |
| 7D | +10.5% | +0.2% | +10.3% | +10.6% |
| 30D | -9.3% | +5.5% | -14.8% | -3.8% |
| 3M | -29.6% | -0.9% | -28.7% | -28.9% |
| 6M | -45.4% | -0.4% | -44.9% | -41.5% |
| All | -45.4% | +1.5% | -46.9% | -41.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling