+22.0%
VZ vs VTR
+34.7%
-12.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -1.0% | -2.9% | +2.0% | -0.3% |
| 30D | +5.8% | -2.8% | +8.6% | +6.4% |
| 3M | +10.5% | +9.0% | +1.5% | +8.8% |
| 6M | +1.8% | +5.0% | -3.2% | +0.5% |
| YTD | +28.3% | +16.9% | +11.3% | +25.7% |
| 1Y | +22.0% | +34.3% | -12.3% | +18.7% |
| All | +22.0% | +34.7% | -12.8% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling