+1,481.1%
VTR vs COO
+2,985.5%
-1,504.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -1.7% | -2.2% | +0.5% | -1.1% |
| 30D | -2.4% | -7.0% | +4.6% | -0.7% |
| 3M | +14.8% | +12.2% | +2.6% | +11.2% |
| 6M | +5.3% | -15.1% | +20.5% | +9.3% |
| YTD | +18.1% | -15.1% | +33.2% | +22.4% |
| 1Y | +36.7% | +2.3% | +34.4% | +34.5% |
| 3Y | +130.1% | -23.7% | +153.8% | +139.5% |
| 5Y | +89.5% | -38.9% | +128.4% | +106.2% |
| 10Y | +87.4% | +49.9% | +37.4% | +66.1% |
| All | +1,481.1% | +2,985.5% | -1,504.4% | +758.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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