+43.4%
XLK vs VTR
+36.9%
+6.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.1% |
| 7D | +0.9% | -1.7% | +2.5% | +0.4% |
| 30D | +0.7% | -2.4% | +3.2% | 0.0% |
| 3M | -2.9% | +14.8% | -17.7% | +0.4% |
| 6M | +34.3% | +5.3% | +28.9% | +38.1% |
| YTD | +30.4% | +18.1% | +12.3% | +36.3% |
| 1Y | +43.4% | +36.7% | +6.6% | +51.4% |
| All | +43.4% | +36.9% | +6.5% | +51.4% |
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 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