+97.7%
VTR vs TPG
+74.1%
+23.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.7% |
| 7D | -0.3% | -9.4% | +9.1% | +1.0% |
| 30D | +1.1% | -5.3% | +6.4% | +1.7% |
| 3M | +7.9% | +12.9% | -5.0% | +5.7% |
| 6M | +6.2% | +20.1% | -13.9% | +2.6% |
| YTD | +17.7% | -22.5% | +40.2% | +21.6% |
| 1Y | +32.9% | -19.7% | +52.6% | +35.9% |
| 3Y | +129.7% | +81.2% | +48.5% | +84.0% |
| All | +97.7% | +74.1% | +23.6% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 all: compounded portfolio wealth divided by compounded TPG 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…
all analysis · Full analysis span regression · 6 months rolling