+96.3%
VTR vs IT
+103.1%
-6.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -2.0% |
| 7D | -0.3% | -3.7% | +3.4% | +0.6% |
| 30D | +1.1% | +0.1% | +1.0% | +0.7% |
| 3M | +7.9% | +20.7% | -12.8% | +0.2% |
| 6M | +6.2% | +12.0% | -5.8% | -0.6% |
| YTD | +17.7% | -28.8% | +46.5% | +26.5% |
| 1Y | +32.9% | -25.5% | +58.4% | +39.0% |
| 3Y | +129.7% | -48.8% | +178.4% | +160.7% |
| 5Y | +89.3% | -42.7% | +132.1% | +94.9% |
| All | +96.3% | +103.1% | -6.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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