+32.9%
VTR vs PTC
-36.4%
+69.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.5% |
| 7D | -0.3% | -7.3% | +7.0% | -0.5% |
| 30D | +1.1% | -11.6% | +12.7% | +0.9% |
| 3M | +7.9% | +10.5% | -2.6% | +8.1% |
| 6M | +6.2% | -17.8% | +24.0% | +4.7% |
| YTD | +17.7% | -24.9% | +42.7% | +15.5% |
| 1Y | +32.9% | -36.8% | +69.7% | +28.3% |
| All | +32.9% | -36.4% | +69.3% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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