+2,677.3%
VTR vs WTW
+1,101.3%
+1,576.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +0.9% |
| 7D | -1.8% | -7.8% | +6.0% | +1.8% |
| 30D | +4.0% | -7.9% | +11.9% | +7.7% |
| 3M | +7.8% | +19.9% | -12.1% | -1.5% |
| 6M | +6.4% | +9.8% | -3.4% | +0.2% |
| YTD | +18.3% | -3.3% | +21.7% | +17.0% |
| 1Y | +33.9% | -3.3% | +37.2% | +32.1% |
| 3Y | +134.3% | +61.5% | +72.8% | +77.8% |
| 5Y | +90.3% | +42.6% | +47.7% | +50.9% |
| 10Y | +100.1% | +197.1% | -96.9% | +12.4% |
| All | +2,677.3% | +1,101.3% | +1,576.0% | +984.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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