+130.8%
VTR vs FND
-50.8%
+181.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.3% |
| 7D | -1.8% | -5.1% | +3.3% | -1.4% |
| 30D | +4.0% | -22.5% | +26.5% | +6.3% |
| 3M | +7.8% | -5.0% | +12.9% | +8.0% |
| 6M | +6.4% | -21.5% | +27.9% | +8.1% |
| YTD | +18.3% | -23.0% | +41.3% | +20.0% |
| 1Y | +33.9% | -44.9% | +78.8% | +40.9% |
| All | +130.8% | -50.8% | +181.6% | +139.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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