+210.7%
VTR vs ACI
+32.8%
+177.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.8% |
| 7D | +0.2% | +2.3% | -2.1% | 0.0% |
| 30D | +5.5% | +1.2% | +4.2% | +5.4% |
| 3M | -0.9% | +6.8% | -7.7% | -1.4% |
| 6M | -0.4% | -18.7% | +18.3% | +0.7% |
| YTD | +17.0% | -20.2% | +37.2% | +18.3% |
| 1Y | +18.0% | -23.7% | +41.7% | +19.6% |
| 3Y | +127.4% | -31.6% | +159.0% | +131.8% |
| 5Y | +92.3% | -42.8% | +135.0% | +94.9% |
| All | +210.7% | +32.8% | +177.8% | +240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling