+1,481.1%
VTR vs DECK
+20,843.5%
-19,362.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.5% | -2.2% |
| 7D | -1.7% | -2.2% | +0.5% | -1.4% |
| 30D | -2.4% | -13.6% | +11.2% | -0.6% |
| 3M | +14.8% | -21.2% | +36.0% | +18.3% |
| 6M | +5.3% | -21.1% | +26.4% | +8.2% |
| YTD | +18.1% | -17.2% | +35.3% | +20.1% |
| 1Y | +36.7% | -30.7% | +67.5% | +41.7% |
| 3Y | +130.1% | -3.4% | +133.4% | +119.8% |
| 5Y | +89.5% | +25.5% | +64.0% | +71.2% |
| 10Y | +87.4% | +714.7% | -627.3% | +31.5% |
| All | +1,481.1% | +20,843.5% | -19,362.4% | +734.4% |
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