+109.3%
VTR vs IP
+26.3%
+83.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.6% |
| 7D | +4.7% | -5.1% | +9.7% | +6.4% |
| 30D | +10.9% | +8.5% | +2.4% | +7.6% |
| 3M | -3.2% | -13.8% | +10.6% | +1.2% |
| 6M | +3.7% | +5.7% | -2.1% | -0.5% |
| YTD | +16.8% | -9.1% | +25.9% | +16.5% |
| 1Y | +21.3% | -0.8% | +22.1% | +16.4% |
| 3Y | +119.0% | +14.8% | +104.2% | +76.1% |
| 5Y | +94.0% | -11.5% | +105.5% | +74.7% |
| All | +109.3% | +26.3% | +83.0% | +42.3% |
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