+90.3%
VTR vs BB
-29.9%
+120.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.4% |
| 7D | -1.8% | -2.1% | +0.3% | -1.7% |
| 30D | +4.0% | -16.0% | +20.0% | +5.2% |
| 3M | +7.8% | -14.5% | +22.4% | +8.2% |
| 6M | +6.4% | +118.6% | -112.2% | -3.2% |
| YTD | +18.3% | +98.9% | -80.6% | +8.6% |
| 1Y | +33.9% | +99.5% | -65.5% | +22.2% |
| 3Y | +134.3% | +65.4% | +69.0% | +111.5% |
| 5Y | +90.3% | -27.6% | +117.9% | +86.4% |
| All | +90.3% | -29.9% | +120.1% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling