+34.3%
VTR vs FE
+11.4%
+22.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | -2.8% | -1.2% | -1.6% | -2.2% |
| 3M | +9.0% | +1.7% | +7.4% | +7.8% |
| 6M | +5.0% | -7.5% | +12.4% | +9.0% |
| YTD | +16.9% | +6.3% | +10.6% | +13.3% |
| 1Y | +34.3% | +10.9% | +23.4% | +24.0% |
| All | +34.3% | +11.4% | +22.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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