+97.8%
VTR vs ALK
-39.2%
+137.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -2.9% | -3.0% | 0.0% | -2.0% |
| 30D | -2.8% | -14.6% | +11.8% | +2.0% |
| 3M | +9.0% | -10.6% | +19.6% | +11.1% |
| 6M | +5.0% | -6.7% | +11.7% | +3.6% |
| YTD | +16.9% | -19.8% | +36.7% | +20.4% |
| 1Y | +34.3% | -35.2% | +69.5% | +47.7% |
| 3Y | +131.6% | +1.4% | +130.2% | +92.7% |
| 5Y | +88.0% | -30.7% | +118.7% | +77.3% |
| 10Y | +97.8% | -37.4% | +135.2% | +46.0% |
| All | +97.8% | -39.2% | +137.0% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling