+1,474.1%
VTR vs HIG
+577.4%
+896.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | +0.1% |
| 7D | -2.4% | -1.1% | -1.3% | -2.1% |
| 30D | -3.7% | -4.9% | +1.2% | -2.5% |
| 3M | +13.5% | +6.8% | +6.7% | +11.5% |
| 6M | +7.2% | -1.7% | +8.9% | +7.6% |
| YTD | +17.6% | -0.2% | +17.8% | +17.4% |
| 1Y | +35.4% | +5.7% | +29.7% | +33.0% |
| 3Y | +132.8% | +100.3% | +32.6% | +91.6% |
| 5Y | +88.7% | +118.5% | -29.8% | +51.2% |
| 10Y | +87.6% | +309.7% | -222.1% | +29.8% |
| All | +1,474.1% | +577.4% | +896.7% | +538.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling