+85.4%
VTR vs IP
+23.4%
+62.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | -1.7% | -5.3% | +3.6% | +0.1% |
| 30D | -2.4% | -10.9% | +8.4% | +1.2% |
| 3M | +14.8% | +11.2% | +3.6% | +9.0% |
| 6M | +5.3% | -10.2% | +15.6% | +7.1% |
| YTD | +18.1% | -2.0% | +20.1% | +15.2% |
| 1Y | +36.7% | -19.1% | +55.8% | +42.0% |
| 3Y | +130.1% | +20.9% | +109.2% | +83.1% |
| 5Y | +89.5% | -17.8% | +107.3% | +80.6% |
| All | +85.4% | +23.4% | +62.0% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling