+1,481.1%
VTR vs DRI
+8,803.4%
-7,322.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | -1.7% | +0.6% | -2.3% | -1.9% |
| 30D | -2.4% | +3.8% | -6.3% | -4.0% |
| 3M | +14.8% | +13.0% | +1.8% | +9.1% |
| 6M | +5.3% | +8.3% | -3.0% | +1.3% |
| YTD | +18.1% | +20.6% | -2.5% | +8.6% |
| 1Y | +36.7% | +6.5% | +30.3% | +31.2% |
| 3Y | +130.1% | +53.7% | +76.4% | +86.1% |
| 5Y | +89.5% | +72.7% | +16.8% | +42.9% |
| 10Y | +87.4% | +363.2% | -275.8% | -6.0% |
| All | +1,481.1% | +8,803.4% | -7,322.3% | +260.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling