+112.8%
VTR vs USHY
+49.7%
+63.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +2.3% |
| 7D | -1.8% | -0.7% | -1.1% | -0.2% |
| 30D | +4.0% | -0.5% | +4.5% | +5.2% |
| 3M | +7.8% | +0.5% | +7.3% | +6.5% |
| 6M | +6.4% | +1.5% | +4.9% | +2.6% |
| YTD | +18.3% | +1.7% | +16.6% | +13.5% |
| 1Y | +33.9% | +3.5% | +30.4% | +23.4% |
| 3Y | +134.3% | +27.2% | +107.2% | +35.2% |
| 5Y | +90.3% | +21.0% | +69.3% | +26.9% |
| All | +112.8% | +49.7% | +63.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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