+96.3%
VTR vs SPXU
-99.6%
+195.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -1.2% |
| 7D | -0.3% | +2.5% | -2.8% | +0.4% |
| 30D | +1.1% | +4.2% | -3.1% | +2.4% |
| 3M | +7.9% | -9.3% | +17.2% | +5.0% |
| 6M | +6.2% | -30.7% | +36.9% | -4.1% |
| YTD | +17.7% | -28.1% | +45.9% | +7.7% |
| 1Y | +32.9% | -35.2% | +68.1% | +18.1% |
| 3Y | +129.7% | -79.9% | +209.6% | +49.6% |
| 5Y | +89.3% | -86.4% | +175.7% | +23.8% |
| All | +96.3% | -99.6% | +195.9% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling