+1,481.1%
VTR vs DAR
+732.2%
+748.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | -1.7% | +1.4% | -3.0% | -1.8% |
| 30D | -2.4% | +12.8% | -15.2% | -3.6% |
| 3M | +14.8% | +7.4% | +7.4% | +13.8% |
| 6M | +5.3% | +22.3% | -16.9% | +3.1% |
| YTD | +18.1% | +81.1% | -63.0% | +11.5% |
| 1Y | +36.7% | +106.5% | -69.8% | +27.1% |
| 3Y | +130.1% | +5.3% | +124.8% | +124.4% |
| 5Y | +89.5% | -11.5% | +101.0% | +86.0% |
| 10Y | +87.4% | +353.3% | -266.0% | +61.4% |
| All | +1,481.1% | +732.2% | +748.9% | +1,221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling