+84.5%
VTR vs UUUU
+79.1%
+5.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.3% |
| 7D | -0.3% | -10.5% | +10.2% | +0.1% |
| 30D | +1.1% | -10.5% | +11.6% | +1.5% |
| 3M | +7.9% | -14.1% | +22.0% | +8.4% |
| 6M | +6.2% | -35.5% | +41.6% | +7.7% |
| YTD | +17.7% | -10.9% | +28.7% | +15.9% |
| 1Y | +32.9% | +3.4% | +29.5% | +27.8% |
| 3Y | +129.7% | +73.1% | +56.6% | +104.9% |
| All | +84.5% | +79.1% | +5.4% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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