+84.5%
VTR vs LNT
+31.4%
+53.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.3% | -1.0% | +0.7% | +0.3% |
| 30D | +1.1% | -4.2% | +5.3% | +3.7% |
| 3M | +7.9% | -6.7% | +14.6% | +12.4% |
| 6M | +6.2% | -3.6% | +9.7% | +8.5% |
| YTD | +17.7% | +5.9% | +11.8% | +13.6% |
| 1Y | +32.9% | +7.3% | +25.6% | +27.1% |
| 3Y | +129.7% | +46.5% | +83.2% | +79.9% |
| All | +84.5% | +31.4% | +53.1% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling