+40.8%
VTR vs GLXY
+7.0%
+33.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.0% | +6.5% | -0.8% |
| 7D | -2.9% | +4.5% | -7.4% | -2.7% |
| 30D | -2.8% | +28.8% | -31.6% | -1.8% |
| 3M | +9.0% | -23.0% | +32.1% | +9.1% |
| 6M | +5.0% | +17.0% | -12.1% | +5.9% |
| YTD | +16.9% | +12.5% | +4.5% | +18.3% |
| 1Y | +34.3% | -5.4% | +39.7% | +34.6% |
| All | +40.8% | +7.0% | +33.7% | +40.5% |
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