+94.6%
VTR vs DECK
+25.8%
+68.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | 0.0% |
| 7D | +6.4% | +6.0% | +0.3% | +5.8% |
| 30D | +8.8% | +7.4% | +1.3% | +8.0% |
| 3M | -3.2% | -11.7% | +8.5% | -2.2% |
| 6M | +3.8% | -11.0% | +14.8% | +4.6% |
| YTD | +17.2% | -15.4% | +32.6% | +18.2% |
| 1Y | +21.7% | +7.2% | +14.4% | +20.0% |
| 3Y | +120.8% | -11.8% | +132.6% | +107.8% |
| 5Y | +94.6% | +24.3% | +70.3% | +76.2% |
| All | +94.6% | +25.8% | +68.8% | +76.2% |
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