+1,466.8%
VTR vs BN
+8,614.9%
-7,148.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | 0.0% |
| 7D | +0.2% | -1.0% | +1.2% | +0.6% |
| 30D | +5.5% | +14.0% | -8.5% | -1.3% |
| 3M | -0.9% | -9.0% | +8.1% | +3.2% |
| 6M | -0.4% | -8.8% | +8.4% | +3.1% |
| YTD | +17.0% | -10.3% | +27.3% | +20.3% |
| 1Y | +18.0% | -5.8% | +23.8% | +18.1% |
| 3Y | +127.4% | +94.8% | +32.6% | +47.9% |
| 5Y | +92.3% | +31.5% | +60.8% | +48.2% |
| 10Y | +129.6% | +291.9% | -162.3% | +3.8% |
| All | +1,466.8% | +8,614.9% | -7,148.1% | +180.6% |
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 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