+111.7%
VTR vs EQX
+232.0%
-120.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -0.3% | -3.2% | +2.9% | 0.0% |
| 30D | +1.1% | +7.8% | -6.7% | +0.1% |
| 3M | +7.9% | +21.3% | -13.4% | +5.1% |
| 6M | +6.2% | -22.4% | +28.6% | +8.2% |
| YTD | +17.7% | -11.3% | +29.0% | +17.1% |
| 1Y | +32.9% | +13.5% | +19.4% | +27.2% |
| 3Y | +129.7% | +162.1% | -32.5% | +88.7% |
| 5Y | +89.3% | +84.2% | +5.1% | +55.0% |
| All | +111.7% | +232.0% | -120.4% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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