+36.7%
VTR vs NVD
-61.9%
+98.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.0% |
| 7D | -1.7% | -11.1% | +9.4% | -1.5% |
| 30D | -2.4% | -13.3% | +10.8% | -2.2% |
| 3M | +14.8% | -19.8% | +34.6% | +15.7% |
| 6M | +5.3% | -48.8% | +54.1% | +5.4% |
| YTD | +18.1% | -49.7% | +67.7% | +17.7% |
| 1Y | +36.7% | -61.4% | +98.1% | +32.9% |
| All | +36.7% | -61.9% | +98.6% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling