+28.4%
VTR vs Q
+74.5%
-46.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -1.0% |
| 7D | +0.7% | +11.5% | -10.8% | +1.4% |
| 30D | +6.9% | -0.2% | +7.1% | +7.1% |
| 3M | +1.3% | -13.6% | +14.9% | +0.8% |
| 6M | +2.5% | -27.0% | +29.5% | +2.1% |
| YTD | +18.0% | +50.5% | -32.5% | +17.0% |
| 1Y | +19.5% | +33.8% | -14.3% | +18.1% |
| All | +28.4% | +74.5% | -46.1% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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