+91.2%
VTR vs DECK
+25.5%
+65.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.5% | -2.1% |
| 7D | -1.7% | -2.2% | +0.5% | -1.5% |
| 30D | -2.4% | -13.6% | +11.2% | -1.2% |
| 3M | +14.8% | -21.2% | +36.0% | +17.0% |
| 6M | +5.3% | -21.1% | +26.4% | +7.2% |
| YTD | +18.1% | -17.2% | +35.3% | +19.4% |
| 1Y | +36.7% | -30.7% | +67.5% | +40.4% |
| 3Y | +130.1% | -3.4% | +133.4% | +113.5% |
| All | +91.2% | +25.5% | +65.7% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling