+21.6%
VTR vs D
+16.5%
+5.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.3% |
| 7D | +1.4% | -2.4% | +3.8% | +2.3% |
| 30D | +8.2% | +9.0% | -0.7% | +5.1% |
| 3M | +4.6% | +1.0% | +3.7% | +3.9% |
| 6M | +4.3% | +11.0% | -6.6% | +1.0% |
| YTD | +19.0% | +19.8% | -0.8% | +12.8% |
| 1Y | +21.6% | +16.0% | +5.7% | +16.1% |
| All | +21.6% | +16.5% | +5.2% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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