+36.7%
VTR vs ADVB
+5.8%
+30.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.0% |
| 7D | -1.7% | -3.8% | +2.1% | -1.7% |
| 30D | -2.4% | +17.6% | -20.0% | -2.6% |
| 3M | +14.8% | +119.1% | -104.3% | +14.0% |
| 6M | +5.3% | +103.4% | -98.0% | +4.0% |
| YTD | +18.1% | +59.8% | -41.8% | +16.7% |
| 1Y | +36.7% | +8.5% | +28.2% | +37.0% |
| All | +36.7% | +5.8% | +30.9% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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