+32.9%
VTR vs UL
-9.2%
+42.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -0.3% | -3.4% | +3.1% | +0.3% |
| 30D | +1.1% | +0.5% | +0.6% | +1.0% |
| 3M | +7.9% | +7.2% | +0.7% | +6.1% |
| 6M | +6.2% | -3.1% | +9.2% | +5.7% |
| YTD | +17.7% | -2.7% | +20.4% | +17.6% |
| 1Y | +32.9% | -10.2% | +43.1% | +34.2% |
| All | +32.9% | -9.2% | +42.0% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling