+2,723.0%
VRT vs VTR
+119.3%
+2,603.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.3% | +5.1% |
| 7D | +9.1% | -1.7% | +10.8% | +9.8% |
| 30D | +0.9% | -2.4% | +3.4% | +1.7% |
| 3M | -13.4% | +14.8% | -28.2% | -19.2% |
| 6M | +11.7% | +5.3% | +6.4% | +7.8% |
| YTD | +73.2% | +18.1% | +55.1% | +59.9% |
| 1Y | +123.4% | +36.7% | +86.7% | +93.3% |
| 3Y | +606.2% | +130.1% | +476.1% | +373.2% |
| 5Y | +899.9% | +89.5% | +810.4% | +629.1% |
| All | +2,723.0% | +119.3% | +2,603.7% | +1,362.9% |
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