+36.7%
VTR vs P
+32.0%
+4.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.9% |
| 7D | -1.7% | +6.5% | -8.2% | -1.4% |
| 30D | -2.4% | +18.8% | -21.3% | -1.6% |
| 3M | +14.8% | +26.7% | -12.0% | +16.5% |
| 6M | +5.3% | +62.2% | -56.8% | +6.9% |
| YTD | +18.1% | +48.5% | -30.4% | +19.8% |
| 1Y | +36.7% | +26.4% | +10.3% | +37.3% |
| All | +36.7% | +32.0% | +4.7% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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