+90.3%
VTR vs TECH
-42.4%
+132.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | +4.0% | 0.0% | +4.0% | +4.0% |
| 3M | +7.8% | +37.4% | -29.6% | +3.5% |
| 6M | +6.4% | +36.9% | -30.5% | +1.3% |
| YTD | +18.3% | +23.1% | -4.8% | +14.0% |
| 1Y | +33.9% | +42.2% | -8.3% | +25.2% |
| 3Y | +134.3% | +1.9% | +132.4% | +126.7% |
| 5Y | +90.3% | -42.9% | +133.2% | +91.6% |
| All | +90.3% | -42.4% | +132.7% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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