-10.0%
DHR vs VCIT
+3.7%
-13.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.6% |
| 7D | +1.2% | -1.4% | +2.6% | +3.1% |
| 30D | +3.7% | +0.6% | +3.1% | +2.9% |
| 3M | +14.5% | -2.2% | +16.7% | +17.9% |
| 6M | +40.9% | -2.3% | +43.2% | +45.4% |
| YTD | +2.4% | -2.2% | +4.6% | +5.5% |
| 1Y | +6.1% | -1.4% | +7.5% | +8.2% |
| 3Y | +21.0% | +18.7% | +2.3% | -1.7% |
| All | -10.0% | +3.7% | -13.7% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling