+22.0%
VTR vs BIYA
-98.4%
+120.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.7% | +2.5% |
| 7D | +10.0% | -4.0% | +14.1% | +10.0% |
| 30D | +9.6% | -15.0% | +24.6% | +9.6% |
| 3M | -1.2% | -58.1% | +56.9% | -1.0% |
| 6M | +2.8% | -90.0% | +92.8% | +3.5% |
| YTD | +17.4% | -96.9% | +114.3% | +18.9% |
| 1Y | +22.0% | -98.2% | +120.2% | +23.7% |
| All | +22.0% | -98.4% | +120.4% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling