+3.6%
WBD vs VTR
+87.5%
-83.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -0.7% | -0.3% | -0.4% | -0.6% |
| 30D | +1.4% | +1.1% | +0.3% | +0.8% |
| 3M | +4.4% | +7.9% | -3.5% | -0.4% |
| 6M | +0.8% | +6.2% | -5.3% | -3.6% |
| YTD | -2.7% | +17.7% | -20.4% | -12.4% |
| 1Y | +73.4% | +32.9% | +40.5% | +44.9% |
| 3Y | +142.1% | +129.7% | +12.5% | +43.2% |
| All | +3.6% | +87.5% | -83.9% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling