+1,471.7%
VTR vs DECK
+21,648.9%
-20,177.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.0% | -3.5% | +1.7% |
| 7D | +10.0% | +10.4% | -0.3% | +8.6% |
| 30D | +9.6% | +11.1% | -1.5% | +8.0% |
| 3M | -1.2% | -10.8% | +9.5% | +0.1% |
| 6M | +2.8% | -8.7% | +11.6% | +3.6% |
| YTD | +17.4% | -14.0% | +31.4% | +18.6% |
| 1Y | +22.0% | +12.0% | +10.0% | +18.8% |
| 3Y | +121.1% | -10.5% | +131.6% | +114.1% |
| 5Y | +99.3% | +28.5% | +70.8% | +79.9% |
| 10Y | +113.3% | +923.3% | -809.9% | +45.8% |
| All | +1,471.7% | +21,648.9% | -20,177.1% | +724.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling