+105.0%
VTR vs FND
+57.3%
+47.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -2.9% | -0.8% | -2.1% | -2.8% |
| 30D | -2.8% | -19.6% | +16.8% | +2.0% |
| 3M | +9.0% | -4.3% | +13.4% | +9.0% |
| 6M | +5.0% | -20.4% | +25.4% | +8.8% |
| YTD | +16.9% | -21.9% | +38.8% | +20.9% |
| 1Y | +34.3% | -45.2% | +79.5% | +50.6% |
| 3Y | +131.6% | -49.2% | +180.8% | +152.2% |
| 5Y | +88.0% | -61.8% | +149.8% | +109.6% |
| All | +105.0% | +57.3% | +47.7% | +55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling