+1,468.9%
VTR vs DOC
+745.6%
+723.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | 0.0% |
| 7D | +6.4% | +6.2% | +0.1% | +1.4% |
| 30D | +8.8% | +6.5% | +2.3% | +3.4% |
| 3M | -3.2% | -6.2% | +3.0% | +1.7% |
| 6M | +3.8% | +25.6% | -21.8% | -15.7% |
| YTD | +17.2% | +32.1% | -14.9% | -9.6% |
| 1Y | +21.7% | +20.3% | +1.4% | +0.8% |
| 3Y | +120.8% | +42.7% | +78.0% | +52.7% |
| 5Y | +94.6% | -22.2% | +116.7% | +119.0% |
| 10Y | +113.0% | +16.5% | +96.4% | +86.8% |
| All | +1,468.9% | +745.6% | +723.3% | +440.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling