+18.4%
XRT vs VTR
+22.5%
-4.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.5% | +3.1% | +5.3% |
| 7D | +8.0% | +10.0% | -2.0% | +7.5% |
| 30D | +13.0% | +9.6% | +3.4% | +12.6% |
| 3M | +1.7% | -1.2% | +2.9% | +1.3% |
| 6M | +12.6% | +2.8% | +9.8% | +12.0% |
| YTD | +10.7% | +17.4% | -6.7% | +12.4% |
| 1Y | +18.4% | +22.0% | -3.6% | +19.4% |
| All | +18.4% | +22.5% | -4.1% | +19.4% |
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