+1,465.5%
VTR vs MKC
+1,458.7%
+6.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | -2.9% | -4.3% | +1.4% | -1.4% |
| 30D | -2.8% | -3.1% | +0.3% | -1.8% |
| 3M | +9.0% | +6.8% | +2.2% | +6.2% |
| 6M | +5.0% | -18.3% | +23.3% | +11.6% |
| YTD | +16.9% | -23.1% | +40.0% | +26.4% |
| 1Y | +34.3% | -23.7% | +58.0% | +45.1% |
| 3Y | +131.6% | -31.0% | +162.6% | +155.9% |
| 5Y | +88.0% | -33.5% | +121.5% | +107.1% |
| 10Y | +97.8% | +30.3% | +67.5% | +66.6% |
| All | +1,465.5% | +1,458.7% | +6.8% | +719.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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