+99.4%
VTR vs ACWI
+54.8%
+44.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +4.7% | -2.4% | +7.0% | +6.0% |
| 30D | +10.9% | -5.2% | +16.1% | +14.0% |
| 3M | -3.2% | -4.8% | +1.6% | -0.8% |
| 6M | +3.7% | -1.3% | +5.0% | +3.5% |
| YTD | +16.8% | +8.4% | +8.4% | +9.5% |
| 1Y | +21.3% | +11.0% | +10.3% | +11.8% |
| 3Y | +119.0% | +70.6% | +48.5% | +42.7% |
| All | +99.4% | +54.8% | +44.6% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling