+84.5%
VTR vs BTDR
+20.7%
+63.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.5% |
| 7D | -0.3% | -3.4% | +3.1% | -0.3% |
| 30D | +1.1% | +32.6% | -31.5% | +0.9% |
| 3M | +7.9% | -32.2% | +40.1% | +8.3% |
| 6M | +6.2% | +52.4% | -46.2% | +5.0% |
| YTD | +17.7% | +6.7% | +11.0% | +16.9% |
| 1Y | +32.9% | -15.2% | +48.1% | +31.9% |
| 3Y | +129.7% | +14.9% | +114.8% | +119.8% |
| All | +84.5% | +20.7% | +63.8% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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