+36.7%
VTR vs CLX
-20.9%
+57.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.8% |
| 7D | -1.7% | -9.2% | +7.6% | -0.5% |
| 30D | -2.4% | -11.0% | +8.6% | -1.1% |
| 3M | +14.8% | +5.0% | +9.8% | +13.8% |
| 6M | +5.3% | -18.8% | +24.2% | +6.6% |
| YTD | +18.1% | -4.4% | +22.5% | +19.5% |
| 1Y | +36.7% | -21.9% | +58.6% | +40.7% |
| All | +36.7% | -20.9% | +57.6% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 1y: compounded portfolio wealth divided by compounded CLX 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…
1y analysis · Full analysis span regression · 6 months rolling