+358.6%
VT vs VTR
+312.7%
+45.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | -0.1% | +3.8% | -3.9% | -1.3% |
| 30D | -3.1% | +10.1% | -13.2% | -6.0% |
| 3M | -3.5% | -1.2% | -2.3% | -3.5% |
| 6M | +0.5% | +4.8% | -4.3% | -1.8% |
| YTD | +10.8% | +18.9% | -8.1% | +3.9% |
| 1Y | +11.9% | +21.8% | -9.9% | +4.1% |
| 3Y | +73.0% | +132.0% | -59.0% | +29.5% |
| 5Y | +58.6% | +94.7% | -36.0% | +23.4% |
| 10Y | +219.2% | +136.8% | +82.4% | +106.1% |
| All | +358.6% | +312.7% | +45.9% | +112.6% |
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