+96.3%
VTR vs AU
+699.0%
-602.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -0.3% | -4.3% | +4.0% | 0.0% |
| 30D | +1.1% | +7.3% | -6.2% | +0.5% |
| 3M | +7.9% | +26.3% | -18.4% | +5.8% |
| 6M | +6.2% | +1.8% | +4.4% | +5.3% |
| YTD | +17.7% | +26.8% | -9.1% | +14.4% |
| 1Y | +32.9% | +66.7% | -33.8% | +25.8% |
| 3Y | +129.7% | +579.1% | -449.4% | +91.8% |
| 5Y | +89.3% | +689.3% | -600.0% | +54.6% |
| All | +96.3% | +699.0% | -602.6% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling