+2,700.4%
VTR vs FTI
+2,044.3%
+656.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +2.0% |
| 7D | -1.8% | -5.6% | +3.8% | -0.2% |
| 30D | +4.0% | +0.4% | +3.6% | +3.8% |
| 3M | +7.8% | +8.1% | -0.3% | +5.0% |
| 6M | +6.4% | +16.7% | -10.3% | +0.7% |
| YTD | +18.3% | +70.0% | -51.7% | +0.3% |
| 1Y | +33.9% | +85.4% | -51.5% | +10.2% |
| 3Y | +134.3% | +265.9% | -131.6% | +50.2% |
| 5Y | +90.3% | +1,072.7% | -982.5% | -21.4% |
| 10Y | +100.1% | +298.9% | -198.8% | -5.4% |
| All | +2,700.4% | +2,044.3% | +656.1% | +820.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded FTI 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling