-14.6%
DHR vs VG
-39.3%
+24.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.9% | +1.7% | -5.6% | -3.9% |
| 30D | +4.0% | +16.0% | -12.0% | +3.6% |
| 3M | +11.5% | +9.7% | +1.8% | +11.2% |
| 6M | +1.9% | +29.6% | -27.7% | 0.0% |
| YTD | -8.9% | +112.0% | -120.9% | -13.9% |
| 1Y | +5.1% | +12.8% | -7.7% | +4.0% |
| All | -14.6% | -39.3% | +24.7% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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