+84.5%
VTR vs ULTA
+44.7%
+39.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | -0.3% | -3.1% | +2.8% | 0.0% |
| 30D | +1.1% | +2.8% | -1.7% | +0.7% |
| 3M | +7.9% | +14.8% | -6.9% | +6.1% |
| 6M | +6.2% | -16.2% | +22.4% | +7.9% |
| YTD | +17.7% | -9.6% | +27.4% | +18.5% |
| 1Y | +32.9% | +4.8% | +28.1% | +31.0% |
| 3Y | +129.7% | +30.7% | +99.0% | +113.7% |
| All | +84.5% | +44.7% | +39.9% | +62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling