+35.4%
VTR vs AS
-22.5%
+57.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.4% |
| 7D | -2.4% | -2.6% | +0.2% | -2.3% |
| 30D | -3.7% | -22.1% | +18.4% | -2.9% |
| 3M | +13.5% | -15.3% | +28.9% | +14.1% |
| 6M | +7.2% | -15.6% | +22.8% | +7.6% |
| YTD | +17.6% | -23.2% | +40.8% | +18.2% |
| 1Y | +35.4% | -21.7% | +57.1% | +34.9% |
| All | +35.4% | -22.5% | +57.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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