+40.1%
VTR vs BIYA
-99.8%
+139.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.5% |
| 7D | -0.3% | -1.8% | +1.5% | -0.3% |
| 30D | +1.1% | -17.5% | +18.6% | +1.1% |
| 3M | +7.9% | -78.0% | +85.9% | +8.3% |
| 6M | +6.2% | -89.5% | +95.6% | +6.4% |
| YTD | +17.7% | -94.3% | +112.0% | +18.2% |
| 1Y | +32.9% | -98.6% | +131.5% | +32.5% |
| All | +40.1% | -99.8% | +139.9% | +38.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling