+97.3%
VTR vs DRI
+348.7%
-251.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.6% |
| 7D | -1.8% | -4.8% | +3.0% | +0.6% |
| 30D | +4.0% | -5.2% | +9.2% | +6.5% |
| 3M | +7.8% | +2.7% | +5.1% | +5.7% |
| 6M | +6.4% | +3.6% | +2.7% | +3.3% |
| YTD | +18.3% | +15.4% | +2.9% | +8.2% |
| 1Y | +33.9% | +1.3% | +32.7% | +30.0% |
| 3Y | +134.3% | +53.1% | +81.2% | +74.7% |
| 5Y | +90.3% | +64.6% | +25.7% | +30.9% |
| All | +97.3% | +348.7% | -251.4% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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