+97.3%
VTR vs ALB
+84.6%
+12.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.7% |
| 7D | -1.8% | -7.6% | +5.8% | -0.6% |
| 30D | +4.0% | -5.6% | +9.6% | +4.8% |
| 3M | +7.8% | -16.8% | +24.7% | +10.4% |
| 6M | +6.4% | -26.3% | +32.7% | +10.1% |
| YTD | +18.3% | -13.2% | +31.5% | +18.2% |
| 1Y | +33.9% | +68.8% | -34.9% | +17.7% |
| 3Y | +134.3% | -30.7% | +165.0% | +132.6% |
| 5Y | +90.3% | -46.3% | +136.5% | +91.2% |
| All | +97.3% | +84.6% | +12.7% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ALB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling