+1,466.8%
VTR vs DRI
+9,366.8%
-7,899.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +0.2% | +1.1% | -0.9% | -0.2% |
| 30D | +5.5% | +9.7% | -4.2% | +1.8% |
| 3M | -0.9% | +3.2% | -4.1% | -2.5% |
| 6M | -0.4% | +20.6% | -21.0% | -8.0% |
| YTD | +17.0% | +28.3% | -11.2% | +4.8% |
| 1Y | +18.0% | +34.5% | -16.6% | +3.5% |
| 3Y | +127.4% | +66.5% | +60.8% | +77.8% |
| 5Y | +92.3% | +79.6% | +12.6% | +42.9% |
| 10Y | +129.6% | +333.8% | -204.2% | +17.0% |
| All | +1,466.8% | +9,366.8% | -7,899.9% | +247.4% |
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