+128.1%
VTR vs A
+29.6%
+98.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.5% |
| 7D | -2.9% | -4.4% | +1.5% | -2.6% |
| 30D | -2.8% | -2.7% | -0.1% | -2.7% |
| 3M | +9.0% | +7.0% | +2.0% | +8.4% |
| 6M | +5.0% | +24.6% | -19.7% | +3.1% |
| YTD | +16.9% | +7.0% | +9.9% | +16.6% |
| 1Y | +34.3% | +15.6% | +18.7% | +32.0% |
| All | +128.1% | +29.6% | +98.6% | +109.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling