+32.9%
XLK vs VTR
+6.5%
+26.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -0.9% |
| 7D | -0.4% | -1.8% | +1.4% | -1.1% |
| 30D | -0.5% | +4.0% | -4.5% | +1.2% |
| 3M | +5.0% | +7.8% | -2.9% | +9.1% |
| 6M | +32.9% | +6.4% | +26.5% | +43.6% |
| All | +32.9% | +6.5% | +26.3% | +43.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling