+527.2%
VZ vs VTR
+1,499.7%
-972.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.6% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | +7.9% | -2.4% | +10.3% | +8.3% |
| 3M | +13.6% | +14.8% | -1.1% | +11.1% |
| 6M | +1.1% | +5.3% | -4.2% | +0.1% |
| YTD | +29.3% | +18.1% | +11.2% | +25.7% |
| 1Y | +21.2% | +36.7% | -15.5% | +15.1% |
| 3Y | +75.9% | +130.1% | -54.2% | +53.4% |
| 5Y | +24.1% | +89.5% | -65.4% | +10.5% |
| 10Y | +62.4% | +87.4% | -25.0% | +37.1% |
| All | +527.2% | +1,499.7% | -972.5% | +295.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling