+90.3%
VTR vs WWD
+187.1%
-96.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.6% | +1.5% |
| 7D | -1.8% | -2.9% | +1.0% | -1.2% |
| 30D | +4.0% | -6.6% | +10.6% | +5.4% |
| 3M | +7.8% | -9.3% | +17.2% | +9.6% |
| 6M | +6.4% | -13.6% | +20.0% | +8.8% |
| YTD | +18.3% | +10.4% | +8.0% | +14.0% |
| 1Y | +33.9% | +39.9% | -5.9% | +21.0% |
| 3Y | +134.3% | +165.0% | -30.7% | +67.7% |
| 5Y | +90.3% | +183.8% | -93.5% | +26.5% |
| All | +90.3% | +187.1% | -96.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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