+18.0%
VTR vs DAR
+61.9%
-43.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -0.8% |
| 7D | +0.2% | +11.6% | -11.4% | +0.3% |
| 30D | +5.5% | -10.2% | +15.7% | +5.4% |
| 3M | -0.9% | -14.8% | +13.9% | -1.1% |
| 6M | -0.4% | -10.1% | +9.7% | 0.0% |
| YTD | +17.0% | +55.5% | -38.5% | +16.1% |
| 1Y | +18.0% | +61.7% | -43.7% | +16.7% |
| All | +18.0% | +61.9% | -43.9% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling