+34.3%
VTR vs AR
+21.2%
+13.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -2.9% | -1.2% | -1.7% | -3.0% |
| 30D | -2.8% | +5.5% | -8.3% | -2.6% |
| 3M | +9.0% | +12.9% | -3.9% | +9.5% |
| 6M | +5.0% | +0.1% | +4.9% | +5.0% |
| YTD | +16.9% | +13.5% | +3.4% | +16.9% |
| 1Y | +34.3% | +21.6% | +12.7% | +35.2% |
| All | +34.3% | +21.2% | +13.1% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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