+33.9%
VTR vs ACI
-34.6%
+68.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.2% |
| 7D | -1.8% | -7.1% | +5.3% | -1.5% |
| 30D | +4.0% | -4.5% | +8.5% | +4.2% |
| 3M | +7.8% | -22.3% | +30.1% | +8.9% |
| 6M | +6.4% | -28.4% | +34.8% | +7.8% |
| YTD | +18.3% | -29.5% | +47.8% | +19.9% |
| 1Y | +33.9% | -34.2% | +68.2% | +36.3% |
| All | +33.9% | -34.6% | +68.6% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling