+88.7%
VTR vs P
+283.1%
-194.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.1% | -0.5% |
| 7D | -2.4% | +7.8% | -10.2% | -2.6% |
| 30D | -3.7% | +12.3% | -16.1% | -4.2% |
| 3M | +13.5% | +37.1% | -23.6% | +12.0% |
| 6M | +7.2% | +66.1% | -58.9% | +4.5% |
| YTD | +17.6% | +50.9% | -33.4% | +14.9% |
| 1Y | +35.4% | +27.2% | +8.2% | +32.7% |
| 3Y | +132.8% | +158.7% | -25.8% | +106.1% |
| 5Y | +88.7% | +291.1% | -202.4% | +59.2% |
| All | +88.7% | +283.1% | -194.4% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling