DPG vs VTR: Correlation
How closely do Duff & Phelps Utility and Infrastructure Fund Inc. (DPG) and Ventas (VTR) trade together? Their weekly returns over three years give a correlation of 0.55, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are DPG and VTR?
Over the past 3 years, DPG and VTR moved with a correlation of 0.55, which is moderate. Little has changed lately, as the 1-year reading of 0.55 lands near the 3-year figure. Over 5 years the correlation is 0.51, and the annualized covariance of weekly returns is 210.4 %².
Within DPG's tracked universe of 30 assets, VTR comes in at #22 by 3-year correlation. Their recent paths diverged sharply: over the last 12 months VTR outperformed by 19.1 percentage points (+21.3% for DPG against +40.4% for VTR).
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
DPG vs VTR: side by side
| DPG (Duff & Phelps Utility and Infrastructure Fund Inc.) | VTR (Ventas) | |
|---|---|---|
| 1-year return | +21.3% | +40.4% |
| 5-year return | +54.4% | +98.1% |
| Volatility (ann.) | 17.8% | 21.5% |
| Beta vs S&P 500 | 0.36 | 0.25 |
| Max drawdown (3Y) | -14.2% | -16.7% |
| Market cap | $0.5B | $47.6B |
| P/E (trailing) | 3.4 | 168.9 |
| Dividend yield | 0.00% | 2.14% |
| Sector / category | US Listed | Real Estate |
Year-by-year returns
| Year | DPG | VTR |
|---|---|---|
| 2022 | +3.1% | -8.5% |
| 2023 | -25.1% | +15.1% |
| 2024 | +38.2% | +22.2% |
| 2025 | +16.3% | +35.1% |
| 2026 | +19.5% | +21.5% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are DPG and VTR good diversifiers for each other?
Only partially. A correlation of 0.55 means DPG and VTR share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
FAQ
What is the correlation between DPG and VTR?
The DPG/VTR correlation stands at 0.55 on a 3-year window (1 year: 0.55, 5 years: 0.51), computed from weekly returns as of 2026-08-27.
Is VTR a good diversifier for DPG?
Only partially. A correlation of 0.55 means DPG and VTR share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
What does a correlation of 0.55 mean?
A reading of 0.55 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
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Related comparisons
Hubs: DPG correlations · VTR correlations
