+132.7%
VTR vs ALK
+4.2%
+128.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.1% |
| 7D | -1.7% | -0.7% | -1.0% | -1.6% |
| 30D | -2.4% | -19.2% | +16.8% | -1.2% |
| 3M | +14.8% | -1.5% | +16.3% | +14.4% |
| 6M | +5.3% | -13.1% | +18.4% | +5.7% |
| YTD | +18.1% | -16.4% | +34.5% | +18.7% |
| 1Y | +36.7% | -33.1% | +69.8% | +40.1% |
| All | +132.7% | +4.2% | +128.5% | +146.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling