+55.9%
VZ vs VTR
+121.5%
-65.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +2.1% | +4.7% | -2.5% | +1.0% |
| 30D | +1.4% | +10.9% | -9.5% | -1.3% |
| 3M | -1.3% | -3.2% | +2.0% | -0.6% |
| 6M | -0.5% | +3.7% | -4.2% | -1.8% |
| YTD | +19.6% | +16.8% | +2.8% | +14.6% |
| 1Y | +22.4% | +21.3% | +1.0% | +16.2% |
| 3Y | +55.9% | +119.0% | -63.2% | +33.5% |
| All | +55.9% | +121.5% | -65.6% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling