+134.0%
VTR vs NVD
-99.2%
+233.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.6% |
| 7D | -2.9% | +0.5% | -3.4% | -2.9% |
| 30D | -2.8% | -9.3% | +6.5% | -2.8% |
| 3M | +9.0% | -22.1% | +31.1% | +9.2% |
| 6M | +5.0% | -45.8% | +50.8% | +5.0% |
| YTD | +16.9% | -46.7% | +63.6% | +17.0% |
| 1Y | +34.3% | -59.5% | +93.8% | +34.3% |
| 3Y | +131.6% | -99.2% | +230.7% | +113.0% |
| All | +134.0% | -99.2% | +233.2% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling