+40.8%
VTR vs BIYA
-99.8%
+140.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.2% |
| 7D | -1.8% | -1.3% | -0.5% | -1.8% |
| 30D | +4.0% | -15.9% | +19.9% | +4.0% |
| 3M | +7.8% | -81.2% | +89.1% | +8.3% |
| 6M | +6.4% | -88.2% | +94.6% | +6.6% |
| YTD | +18.3% | -94.1% | +112.5% | +18.7% |
| 1Y | +33.9% | -98.7% | +132.6% | +33.4% |
| All | +40.8% | -99.8% | +140.6% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling