+948.7%
VTI vs VTR
+2,673.3%
-1,724.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.4% | -2.9% | +2.6% | +0.5% |
| 30D | -1.6% | -2.8% | +1.2% | -0.9% |
| 3M | +3.6% | +9.0% | -5.4% | +0.6% |
| 6M | +13.0% | +5.0% | +8.1% | +10.7% |
| YTD | +12.7% | +16.9% | -4.2% | +6.8% |
| 1Y | +18.4% | +34.3% | -15.9% | +7.4% |
| 3Y | +76.4% | +131.6% | -55.1% | +34.2% |
| 5Y | +73.7% | +88.0% | -14.3% | +38.6% |
| 10Y | +302.5% | +97.8% | +204.7% | +184.1% |
| All | +948.7% | +2,673.3% | -1,724.6% | +259.7% |
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