+32.9%
VTR vs SPXU
-36.3%
+69.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.3% |
| 7D | -0.3% | +2.5% | -2.8% | -0.5% |
| 30D | +1.1% | +4.2% | -3.1% | +0.8% |
| 3M | +7.9% | -9.3% | +17.2% | +8.7% |
| 6M | +6.2% | -30.7% | +36.9% | +5.9% |
| YTD | +17.7% | -28.1% | +45.9% | +17.1% |
| 1Y | +32.9% | -35.2% | +68.1% | +30.6% |
| All | +32.9% | -36.3% | +69.2% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling