+129.7%
VTR vs EFX
-12.2%
+141.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -0.3% | -4.5% | +4.2% | +0.4% |
| 30D | +1.1% | -6.1% | +7.2% | +2.0% |
| 3M | +7.9% | +6.2% | +1.7% | +6.7% |
| 6M | +6.2% | -11.2% | +17.4% | +7.7% |
| YTD | +17.7% | -21.4% | +39.1% | +21.4% |
| 1Y | +32.9% | -34.3% | +67.2% | +41.8% |
| 3Y | +129.7% | -12.5% | +142.2% | +123.3% |
| All | +129.7% | -12.2% | +141.9% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 3y: compounded portfolio wealth divided by compounded EFX 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…
3y analysis · Full analysis span regression · 6 months rolling