+104.7%
VTR vs SN
+453.9%
-349.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.2% | +1.4% |
| 7D | -1.8% | -7.2% | +5.4% | -1.4% |
| 30D | +4.0% | -13.4% | +17.4% | +4.8% |
| 3M | +7.8% | +26.8% | -18.9% | +6.0% |
| 6M | +6.4% | +44.6% | -38.2% | +3.4% |
| YTD | +18.3% | +45.3% | -27.0% | +14.9% |
| 1Y | +33.9% | +40.1% | -6.2% | +30.5% |
| 3Y | +134.3% | +375.3% | -241.0% | +96.3% |
| All | +104.7% | +453.9% | -349.2% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling