+1,466.8%
VTR vs ALB
+1,565.7%
-98.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | +0.2% | -5.8% | +6.0% | +1.7% |
| 30D | +5.5% | -4.5% | +10.0% | +6.4% |
| 3M | -0.9% | -28.1% | +27.2% | +7.2% |
| 6M | -0.4% | -53.2% | +52.8% | +19.7% |
| YTD | +17.0% | -33.3% | +50.3% | +24.5% |
| 1Y | +18.0% | -17.4% | +35.4% | +17.6% |
| 3Y | +127.4% | -14.1% | +141.5% | +99.6% |
| 5Y | +92.3% | -64.0% | +156.3% | +107.7% |
| 10Y | +129.6% | +32.8% | +96.7% | +37.6% |
| All | +1,466.8% | +1,565.7% | -98.9% | +344.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling