+91.2%
VTR vs DOC
-24.5%
+115.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.0% |
| 7D | -1.7% | -1.5% | -0.2% | -0.8% |
| 30D | -2.4% | -4.8% | +2.3% | +0.3% |
| 3M | +14.8% | +6.9% | +7.9% | +10.5% |
| 6M | +5.3% | +20.7% | -15.4% | -6.7% |
| YTD | +18.1% | +34.1% | -16.1% | -2.8% |
| 1Y | +36.7% | +22.6% | +14.1% | +18.6% |
| 3Y | +130.1% | +20.8% | +109.3% | +98.7% |
| All | +91.2% | -24.5% | +115.7% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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