+1,474.1%
VTR vs BN
+8,238.0%
-6,763.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.1% | +0.8% |
| 7D | -2.4% | -1.2% | -1.2% | -1.8% |
| 30D | -3.7% | -10.9% | +7.2% | +1.7% |
| 3M | +13.5% | -11.1% | +24.6% | +19.6% |
| 6M | +7.2% | -4.4% | +11.6% | +8.0% |
| YTD | +17.6% | -14.1% | +31.7% | +23.9% |
| 1Y | +35.4% | -11.1% | +46.4% | +38.9% |
| 3Y | +132.8% | +75.6% | +57.3% | +59.6% |
| 5Y | +88.7% | +35.8% | +52.9% | +42.6% |
| 10Y | +87.6% | +261.6% | -173.9% | -11.5% |
| All | +1,474.1% | +8,238.0% | -6,763.9% | +189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling