+32.9%
VTR vs GSK
+21.8%
+11.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.3% | -3.5% | +3.2% | +0.4% |
| 30D | +1.1% | -3.4% | +4.6% | +1.8% |
| 3M | +7.9% | -8.1% | +16.0% | +9.7% |
| 6M | +6.2% | -11.1% | +17.3% | +8.1% |
| YTD | +17.7% | +0.7% | +17.0% | +19.5% |
| 1Y | +32.9% | +20.1% | +12.8% | +31.7% |
| All | +32.9% | +21.8% | +11.1% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling