+132.8%
VTR vs AR
+44.7%
+88.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | -2.4% | -1.8% | -0.6% | -2.3% |
| 30D | -3.7% | +12.6% | -16.3% | -4.4% |
| 3M | +13.5% | +10.0% | +3.5% | +12.8% |
| 6M | +7.2% | +0.6% | +6.6% | +6.9% |
| YTD | +17.6% | +13.4% | +4.2% | +16.1% |
| 1Y | +35.4% | +21.7% | +13.7% | +32.7% |
| 3Y | +132.8% | +45.8% | +87.0% | +120.1% |
| All | +132.8% | +44.7% | +88.2% | +120.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling