+84.5%
VTR vs TRI
-10.0%
+94.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.7% |
| 7D | -0.3% | -7.9% | +7.6% | +0.8% |
| 30D | +1.1% | -4.5% | +5.6% | +1.6% |
| 3M | +7.9% | +22.1% | -14.2% | +3.9% |
| 6M | +6.2% | -2.8% | +8.9% | +5.9% |
| YTD | +17.7% | -23.4% | +41.1% | +25.2% |
| 1Y | +32.9% | -41.5% | +74.4% | +53.8% |
| 3Y | +129.7% | -19.2% | +148.9% | +129.1% |
| All | +84.5% | -10.0% | +94.5% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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