+7,119.0%
VTR vs A
+543.3%
+6,575.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -0.9% |
| 7D | +0.2% | -0.5% | +0.6% | +0.3% |
| 30D | +5.5% | 0.0% | +5.5% | +5.3% |
| 3M | -0.9% | +16.7% | -17.6% | -4.4% |
| 6M | -0.4% | +54.8% | -55.2% | -10.1% |
| YTD | +17.0% | +28.8% | -11.8% | +9.3% |
| 1Y | +18.0% | +19.3% | -1.4% | +11.9% |
| 3Y | +127.4% | +65.5% | +61.8% | +96.9% |
| 5Y | +92.3% | +12.1% | +80.2% | +79.4% |
| 10Y | +129.6% | +305.4% | -175.8% | +62.4% |
| All | +7,119.0% | +543.3% | +6,575.7% | +3,781.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling