+392.5%
VTR vs WU
-21.6%
+414.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.7% |
| 7D | -2.4% | -0.8% | -1.5% | -2.1% |
| 30D | -3.7% | -1.1% | -2.6% | -3.4% |
| 3M | +13.5% | -1.8% | +15.3% | +12.0% |
| 6M | +7.2% | -23.9% | +31.1% | +18.2% |
| YTD | +17.6% | -20.4% | +38.0% | +26.1% |
| 1Y | +35.4% | -10.6% | +46.0% | +35.4% |
| 3Y | +132.8% | -27.7% | +160.6% | +148.9% |
| 5Y | +88.7% | -51.1% | +139.8% | +138.4% |
| 10Y | +87.6% | -40.7% | +128.4% | +108.4% |
| All | +392.5% | -21.6% | +414.1% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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