+214.1%
VTR vs ACI
+17.4%
+196.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.3% |
| 7D | -1.8% | -7.1% | +5.3% | -1.4% |
| 30D | +4.0% | -4.5% | +8.5% | +4.3% |
| 3M | +7.8% | -22.3% | +30.1% | +9.3% |
| 6M | +6.4% | -28.4% | +34.8% | +8.4% |
| YTD | +18.3% | -29.5% | +47.8% | +20.6% |
| 1Y | +33.9% | -34.2% | +68.2% | +37.1% |
| 3Y | +134.3% | -45.7% | +180.0% | +142.5% |
| 5Y | +90.3% | -40.8% | +131.0% | +95.8% |
| All | +214.1% | +17.4% | +196.7% | +247.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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