+1,479.7%
VTR vs PTC
+227.1%
+1,252.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | +0.7% | +0.8% | -0.2% | +0.5% |
| 30D | +6.9% | +1.2% | +5.7% | +6.7% |
| 3M | +1.3% | +32.6% | -31.3% | -4.5% |
| 6M | +2.5% | +36.1% | -33.6% | -4.4% |
| YTD | +18.0% | +12.7% | +5.3% | +13.2% |
| 1Y | +19.5% | +10.2% | +9.3% | +15.0% |
| 3Y | +130.2% | +29.4% | +100.8% | +112.8% |
| 5Y | +93.8% | +61.1% | +32.8% | +71.0% |
| 10Y | +131.5% | +317.1% | -185.6% | +71.2% |
| All | +1,479.7% | +227.1% | +1,252.6% | +795.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling