+121.0%
VTR vs DAR
+311.7%
-190.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.2% |
| 7D | +0.2% | +11.6% | -11.4% | -3.3% |
| 30D | +5.5% | -10.2% | +15.7% | +8.8% |
| 3M | -0.9% | -14.8% | +13.9% | +3.6% |
| 6M | -0.4% | -10.1% | +9.7% | +1.6% |
| YTD | +17.0% | +55.5% | -38.5% | -1.5% |
| 1Y | +18.0% | +61.7% | -43.7% | -2.3% |
| 3Y | +127.4% | +37.2% | +90.2% | +84.7% |
| 5Y | +92.3% | -26.9% | +119.2% | +92.1% |
| All | +121.0% | +311.7% | -190.7% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling