+1,712.9%
VTR vs TRI
+509.5%
+1,203.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.4% |
| 7D | -0.3% | -7.9% | +7.6% | +3.7% |
| 30D | +1.1% | -4.5% | +5.6% | +2.7% |
| 3M | +7.9% | +22.1% | -14.2% | -5.5% |
| 6M | +6.2% | -2.8% | +8.9% | +2.3% |
| YTD | +17.7% | -23.4% | +41.1% | +25.8% |
| 1Y | +32.9% | -41.5% | +74.4% | +65.1% |
| 3Y | +129.7% | -19.2% | +148.9% | +127.4% |
| 5Y | +89.3% | -9.4% | +98.7% | +70.8% |
| 10Y | +99.1% | +195.6% | -96.4% | -12.1% |
| All | +1,712.9% | +509.5% | +1,203.5% | +411.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling