+114.7%
VTR vs NTR
+98.7%
+16.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.6% | +2.0% |
| 7D | -1.8% | -2.5% | +0.7% | -1.0% |
| 30D | +4.0% | +17.0% | -13.0% | -1.7% |
| 3M | +7.8% | +22.2% | -14.3% | 0.0% |
| 6M | +6.4% | +5.2% | +1.2% | +3.0% |
| YTD | +18.3% | +29.7% | -11.3% | +5.3% |
| 1Y | +33.9% | +39.4% | -5.5% | +14.9% |
| 3Y | +134.3% | +38.2% | +96.1% | +95.9% |
| 5Y | +90.3% | +47.6% | +42.7% | +32.2% |
| All | +114.7% | +98.7% | +16.0% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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