+95.2%
VTR vs AUR
-35.7%
+130.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.6% |
| 7D | -0.3% | +1.4% | -1.7% | -0.4% |
| 30D | +1.1% | -6.4% | +7.5% | +1.3% |
| 3M | +7.9% | +7.7% | +0.2% | +7.2% |
| 6M | +6.2% | +44.5% | -38.3% | +3.6% |
| YTD | +17.7% | +67.4% | -49.7% | +13.8% |
| 1Y | +32.9% | +15.4% | +17.5% | +30.6% |
| 3Y | +129.7% | +94.8% | +34.8% | +110.9% |
| 5Y | +89.3% | -35.1% | +124.4% | +64.3% |
| All | +95.2% | -35.7% | +130.9% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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