+1,474.1%
VTR vs EL
+1,078.3%
+395.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | +0.2% |
| 7D | -2.4% | +1.7% | -4.1% | -2.9% |
| 30D | -3.7% | +15.5% | -19.2% | -8.5% |
| 3M | +13.5% | +20.6% | -7.0% | +6.1% |
| 6M | +7.2% | +10.5% | -3.3% | +1.6% |
| YTD | +17.6% | -1.9% | +19.5% | +13.9% |
| 1Y | +35.4% | +16.1% | +19.3% | +22.9% |
| 3Y | +132.8% | -30.2% | +163.1% | +131.5% |
| 5Y | +88.7% | -67.4% | +156.0% | +138.7% |
| 10Y | +87.6% | +31.2% | +56.4% | +40.3% |
| All | +1,474.1% | +1,078.3% | +395.8% | +336.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling