+84.5%
VTR vs ET
+241.8%
-157.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | +1.1% | +2.9% | -1.8% | +0.3% |
| 3M | +7.9% | +16.8% | -8.9% | +3.2% |
| 6M | +6.2% | +18.9% | -12.7% | +0.8% |
| YTD | +17.7% | +37.7% | -20.0% | +6.9% |
| 1Y | +32.9% | +32.4% | +0.5% | +22.0% |
| 3Y | +129.7% | +99.5% | +30.2% | +80.0% |
| All | +84.5% | +241.8% | -157.2% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 5y: compounded portfolio wealth divided by compounded ET 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…
5y analysis · Full analysis span regression · 6 months rolling