+36.7%
VTR vs ULTA
+6.6%
+30.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.0% |
| 7D | -1.7% | +9.0% | -10.7% | -1.8% |
| 30D | -2.4% | +4.6% | -7.0% | -2.5% |
| 3M | +14.8% | +22.0% | -7.2% | +14.3% |
| 6M | +5.3% | -14.7% | +20.0% | +5.3% |
| YTD | +18.1% | -6.8% | +24.9% | +18.3% |
| 1Y | +36.7% | +6.5% | +30.2% | +36.1% |
| All | +36.7% | +6.6% | +30.1% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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