+130.8%
VTR vs HIG
+101.8%
+29.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -1.8% | -2.3% | +0.5% | -1.0% |
| 30D | +4.0% | -1.2% | +5.2% | +4.4% |
| 3M | +7.8% | +6.3% | +1.6% | +5.7% |
| 6M | +6.4% | +0.6% | +5.8% | +5.9% |
| YTD | +18.3% | +0.6% | +17.7% | +17.7% |
| 1Y | +33.9% | +6.1% | +27.8% | +30.8% |
| All | +130.8% | +101.8% | +29.1% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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