+129.7%
VTR vs MDY
+48.5%
+81.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -0.3% | -1.9% | +1.5% | +0.3% |
| 30D | +1.1% | -4.6% | +5.7% | +2.6% |
| 3M | +7.9% | -1.2% | +9.1% | +8.2% |
| 6M | +6.2% | +9.2% | -3.0% | +2.5% |
| YTD | +17.7% | +13.1% | +4.7% | +12.1% |
| 1Y | +32.9% | +13.0% | +19.9% | +26.4% |
| 3Y | +129.7% | +49.2% | +80.5% | +72.6% |
| All | +129.7% | +48.5% | +81.2% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling