+97.3%
VTR vs A
+247.2%
-149.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.5% |
| 7D | -1.8% | -4.6% | +2.8% | -0.5% |
| 30D | +4.0% | -4.3% | +8.3% | +5.2% |
| 3M | +7.8% | +8.9% | -1.1% | +4.8% |
| 6M | +6.4% | +24.5% | -18.2% | -1.7% |
| YTD | +18.3% | +5.8% | +12.5% | +14.7% |
| 1Y | +33.9% | +16.2% | +17.7% | +25.1% |
| 3Y | +134.3% | +28.5% | +105.9% | +102.7% |
| 5Y | +90.3% | -16.3% | +106.6% | +91.8% |
| All | +97.3% | +247.2% | -149.9% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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