+1,476.2%
VTR vs BBY
+11,284.7%
-9,808.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.1% |
| 7D | -0.3% | +0.6% | -0.9% | -0.4% |
| 30D | +1.1% | +9.4% | -8.3% | -0.7% |
| 3M | +7.9% | +19.3% | -11.4% | +4.2% |
| 6M | +6.2% | +47.9% | -41.8% | -2.0% |
| YTD | +17.7% | +39.6% | -21.8% | +9.5% |
| 1Y | +32.9% | +22.2% | +10.7% | +26.2% |
| 3Y | +129.7% | +45.0% | +84.7% | +105.7% |
| 5Y | +89.3% | +2.6% | +86.7% | +77.4% |
| 10Y | +99.1% | +250.5% | -151.4% | +47.4% |
| All | +1,476.2% | +11,284.7% | -9,808.5% | +811.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling