-8.2%
DHR vs VGT
+123.9%
-132.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.6% |
| 7D | -3.6% | -0.2% | -3.5% | -3.6% |
| 30D | -2.7% | -0.4% | -2.3% | -2.6% |
| 3M | +10.9% | +4.4% | +6.5% | +8.8% |
| 6M | +3.0% | +32.1% | -29.0% | -8.8% |
| YTD | -12.2% | +28.8% | -41.0% | -21.6% |
| 1Y | +3.3% | +35.3% | -32.0% | -10.1% |
| 3Y | -8.2% | +124.8% | -133.0% | -37.7% |
| All | -8.2% | +123.9% | -132.1% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling