+41.0%
XRT vs VTR
+131.3%
-90.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.4% | -2.9% | +0.5% | -1.9% |
| 30D | -6.9% | -2.8% | -4.1% | -6.5% |
| 3M | -0.4% | +9.0% | -9.4% | -2.4% |
| 6M | +2.2% | +5.0% | -2.7% | +0.9% |
| YTD | -0.7% | +16.9% | -17.6% | -4.4% |
| 1Y | -2.0% | +34.3% | -36.3% | -9.2% |
| All | +41.0% | +131.3% | -90.3% | +3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling