+84.5%
VTR vs OMC
+30.5%
+54.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.3% | -4.4% | +4.1% | +0.6% |
| 30D | +1.1% | -7.6% | +8.7% | +2.7% |
| 3M | +7.9% | +4.5% | +3.4% | +6.5% |
| 6M | +6.2% | -0.3% | +6.4% | +5.7% |
| YTD | +17.7% | -0.1% | +17.8% | +16.6% |
| 1Y | +32.9% | +4.6% | +28.3% | +29.5% |
| 3Y | +129.7% | +10.5% | +119.2% | +112.2% |
| All | +84.5% | +30.5% | +54.0% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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