+1,465.5%
VTR vs MDY
+1,819.6%
-354.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | +0.4% |
| 7D | -2.9% | -0.8% | -2.1% | -2.3% |
| 30D | -2.8% | -3.9% | +1.1% | +0.5% |
| 3M | +9.0% | 0.0% | +9.1% | +8.5% |
| 6M | +5.0% | +8.5% | -3.6% | -3.4% |
| YTD | +16.9% | +13.2% | +3.7% | +3.4% |
| 1Y | +34.3% | +15.0% | +19.3% | +16.3% |
| 3Y | +131.6% | +49.6% | +82.0% | +52.5% |
| 5Y | +88.0% | +46.0% | +42.0% | +24.1% |
| 10Y | +97.8% | +176.4% | -78.6% | -24.1% |
| All | +1,465.5% | +1,819.6% | -354.1% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling