+1,517.5%
DHR vs VCIT
+97.4%
+1,420.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.1% | +2.1% |
| 7D | +3.1% | +0.7% | +2.4% | +2.7% |
| 30D | +7.0% | +1.8% | +5.2% | +5.8% |
| 3M | +15.0% | -1.1% | +16.2% | +15.8% |
| 6M | +37.9% | -1.7% | +39.6% | +39.4% |
| YTD | +3.3% | -1.1% | +4.5% | +4.2% |
| 1Y | +12.8% | -0.4% | +13.2% | +13.2% |
| 3Y | +22.4% | +20.5% | +1.9% | +11.3% |
| 5Y | -9.1% | +3.8% | -12.8% | -14.9% |
| 10Y | +247.9% | +31.2% | +216.7% | +239.6% |
| All | +1,517.5% | +97.4% | +1,420.1% | +2,292.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling