+32.9%
VTR vs APD
+3.9%
+29.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -0.3% | -3.3% | +3.0% | -0.2% |
| 30D | +1.1% | -4.2% | +5.3% | +1.2% |
| 3M | +7.9% | +5.4% | +2.5% | +7.8% |
| 6M | +6.2% | +6.3% | -0.1% | +6.4% |
| YTD | +17.7% | +20.3% | -2.6% | +18.9% |
| 1Y | +32.9% | +1.6% | +31.3% | +33.3% |
| All | +32.9% | +3.9% | +29.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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