+130.8%
VTR vs DAR
+7.7%
+123.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.3% |
| 7D | -1.8% | +0.9% | -2.8% | -1.9% |
| 30D | +4.0% | +6.4% | -2.4% | +3.6% |
| 3M | +7.8% | +13.2% | -5.4% | +7.0% |
| 6M | +6.4% | +26.2% | -19.8% | +4.6% |
| YTD | +18.3% | +84.4% | -66.0% | +13.2% |
| 1Y | +33.9% | +112.0% | -78.1% | +26.5% |
| All | +130.8% | +7.7% | +123.1% | +185.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling