+135.6%
VTR vs NVD
-99.1%
+234.7%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -0.3% | +10.8% | -11.1% | -0.4% |
| 30D | +1.1% | +0.8% | +0.3% | +1.1% |
| 3M | +7.9% | -20.8% | +28.7% | +8.0% |
| 6M | +6.2% | -41.2% | +47.3% | +6.2% |
| YTD | +17.7% | -44.2% | +61.9% | +17.8% |
| 1Y | +32.9% | -54.2% | +87.1% | +32.9% |
| 3Y | +129.7% | -99.1% | +228.8% | +111.0% |
| All | +135.6% | -99.1% | +234.7% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling