+1,479.7%
VTR vs COO
+2,657.4%
-1,177.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +0.7% | -2.1% | +2.8% | +1.2% |
| 30D | +6.9% | +13.9% | -7.0% | +3.4% |
| 3M | +1.3% | -18.9% | +20.3% | +6.2% |
| 6M | +2.5% | +3.7% | -1.3% | +0.6% |
| YTD | +18.0% | -24.1% | +42.1% | +25.1% |
| 1Y | +19.5% | -14.2% | +33.7% | +22.4% |
| 3Y | +130.2% | -24.5% | +154.7% | +138.8% |
| 5Y | +93.8% | -40.4% | +134.3% | +111.4% |
| 10Y | +131.5% | +40.5% | +90.9% | +107.9% |
| All | +1,479.7% | +2,657.4% | -1,177.7% | +777.8% |
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