+778.8%
VTR vs DPZ
+5,462.3%
-4,683.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.4% | -1.6% |
| 7D | +0.2% | +2.2% | -2.0% | -0.6% |
| 30D | +5.5% | +15.5% | -10.0% | +0.6% |
| 3M | -0.9% | -2.0% | +1.1% | -0.7% |
| 6M | -0.4% | +12.1% | -12.6% | -5.0% |
| YTD | +17.0% | -16.6% | +33.6% | +22.2% |
| 1Y | +18.0% | -14.6% | +32.5% | +22.0% |
| 3Y | +127.4% | -4.1% | +131.5% | +119.6% |
| 5Y | +92.3% | -28.3% | +120.6% | +99.3% |
| 10Y | +129.6% | +141.3% | -11.7% | +35.0% |
| All | +778.8% | +5,462.3% | -4,683.5% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling