+96.3%
VTR vs DPZ
+141.0%
-44.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | -0.3% | -8.6% | +8.3% | +1.0% |
| 30D | +1.1% | -11.9% | +13.0% | +3.0% |
| 3M | +7.9% | +0.4% | +7.5% | +7.5% |
| 6M | +6.2% | -19.9% | +26.0% | +9.3% |
| YTD | +17.7% | -24.4% | +42.1% | +22.1% |
| 1Y | +32.9% | -30.4% | +63.3% | +39.6% |
| 3Y | +129.7% | -17.4% | +147.0% | +131.8% |
| 5Y | +89.3% | -34.6% | +123.9% | +94.8% |
| All | +96.3% | +141.0% | -44.7% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling