+96.3%
VTR vs BIDU
-48.7%
+145.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -0.3% | -8.1% | +7.8% | +0.7% |
| 30D | +1.1% | -12.8% | +13.9% | +2.6% |
| 3M | +7.9% | -21.3% | +29.2% | +10.7% |
| 6M | +6.2% | -27.0% | +33.1% | +9.4% |
| YTD | +17.7% | -30.0% | +47.8% | +21.5% |
| 1Y | +32.9% | -18.3% | +51.2% | +33.1% |
| 3Y | +129.7% | -33.8% | +163.5% | +132.5% |
| 5Y | +89.3% | -44.3% | +133.6% | +87.6% |
| All | +96.3% | -48.7% | +145.0% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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