+177.1%
VRTX vs VTR
+88.4%
+88.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.4% |
| 7D | -6.4% | -2.9% | -3.5% | -5.9% |
| 30D | -0.5% | -2.8% | +2.3% | 0.0% |
| 3M | +16.9% | +9.0% | +7.9% | +14.8% |
| 6M | +13.1% | +5.0% | +8.1% | +11.7% |
| YTD | +14.9% | +16.9% | -2.0% | +11.2% |
| 1Y | +31.4% | +34.3% | -2.9% | +23.3% |
| 3Y | +51.9% | +131.6% | -79.7% | +27.9% |
| 5Y | +177.1% | +88.0% | +89.1% | +143.3% |
| All | +177.1% | +88.4% | +88.6% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling