+97.3%
VTR vs BAH
+207.1%
-109.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.8% | -3.6% | +0.2% |
| 7D | -1.8% | +2.4% | -4.2% | -2.3% |
| 30D | +4.0% | -2.9% | +6.9% | +4.5% |
| 3M | +7.8% | -1.3% | +9.2% | +7.7% |
| 6M | +6.4% | -0.9% | +7.3% | +5.7% |
| YTD | +18.3% | -8.2% | +26.5% | +18.4% |
| 1Y | +33.9% | -24.0% | +57.9% | +39.4% |
| 3Y | +134.3% | -28.1% | +162.4% | +135.7% |
| 5Y | +90.3% | +2.5% | +87.8% | +67.7% |
| All | +97.3% | +207.1% | -109.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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