+90.3%
VTR vs BN
+30.5%
+59.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.5% |
| 7D | -1.8% | -5.9% | +4.1% | -0.1% |
| 30D | +4.0% | -15.1% | +19.1% | +8.8% |
| 3M | +7.8% | -14.6% | +22.4% | +12.5% |
| 6M | +6.4% | -8.4% | +14.8% | +8.1% |
| YTD | +18.3% | -16.8% | +35.1% | +23.3% |
| 1Y | +33.9% | -14.4% | +48.3% | +37.4% |
| 3Y | +134.3% | +70.1% | +64.2% | +76.9% |
| 5Y | +90.3% | +33.5% | +56.7% | +53.6% |
| All | +90.3% | +30.5% | +59.7% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling