+130.8%
VTR vs SPXU
-79.4%
+210.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.7% | +1.4% |
| 7D | -1.8% | +6.4% | -8.2% | -1.3% |
| 30D | +4.0% | +5.9% | -1.9% | +4.6% |
| 3M | +7.8% | -11.7% | +19.5% | +6.6% |
| 6M | +6.4% | -28.7% | +35.0% | +2.7% |
| YTD | +18.3% | -26.4% | +44.7% | +14.8% |
| 1Y | +33.9% | -35.2% | +69.2% | +27.8% |
| All | +130.8% | -79.4% | +210.3% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling