+6,603.5%
VTR vs BRKR
+172.5%
+6,431.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.3% | -8.7% | +8.4% | +0.9% |
| 30D | +1.1% | -9.9% | +11.0% | +2.4% |
| 3M | +7.9% | -3.1% | +11.0% | +7.3% |
| 6M | +6.2% | +45.5% | -39.3% | -1.1% |
| YTD | +17.7% | +13.7% | +4.0% | +13.1% |
| 1Y | +32.9% | +67.4% | -34.5% | +20.2% |
| 3Y | +129.7% | -13.2% | +142.9% | +121.5% |
| 5Y | +89.3% | -39.5% | +128.8% | +90.0% |
| 10Y | +99.1% | +153.5% | -54.3% | +62.2% |
| All | +6,603.5% | +172.5% | +6,431.0% | +4,314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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