+43.2%
VTR vs GLXY
-32.0%
+75.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.2% | -13.1% | +0.7% |
| 7D | +1.4% | +14.3% | -12.9% | +2.1% |
| 30D | +8.2% | -19.6% | +27.9% | +7.8% |
| 3M | +4.6% | -20.7% | +25.3% | +4.3% |
| 6M | +4.3% | -49.6% | +53.9% | +3.6% |
| YTD | +19.0% | -28.6% | +47.6% | +19.0% |
| 1Y | +21.6% | -48.0% | +69.7% | +20.3% |
| All | +43.2% | -32.0% | +75.3% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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