+297.8%
VTI vs VTR
+99.2%
+198.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -1.4% | +1.1% | -2.5% | -1.7% |
| 3M | +3.6% | +7.9% | -4.3% | +1.3% |
| 6M | +13.6% | +6.2% | +7.4% | +11.3% |
| YTD | +12.9% | +17.7% | -4.8% | +7.7% |
| 1Y | +17.2% | +32.9% | -15.7% | +8.2% |
| 3Y | +75.7% | +129.7% | -54.0% | +39.5% |
| 5Y | +75.4% | +89.3% | -13.9% | +44.5% |
| All | +297.8% | +99.2% | +198.6% | +195.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling