+2,151.6%
DHR vs VGT
+2,279.6%
-128.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -0.8% | +1.8% | -2.7% | -2.0% |
| 30D | +0.2% | -0.3% | +0.6% | +0.3% |
| 3M | +12.1% | +3.4% | +8.7% | +8.0% |
| 6M | +5.4% | +35.0% | -29.6% | -16.0% |
| YTD | -10.0% | +28.8% | -38.7% | -26.1% |
| 1Y | +4.1% | +38.0% | -33.9% | -19.1% |
| 3Y | -5.2% | +125.8% | -131.0% | -49.7% |
| 5Y | -28.2% | +134.7% | -163.0% | -63.9% |
| 10Y | +208.4% | +792.6% | -584.2% | -46.4% |
| All | +2,151.6% | +2,279.6% | -128.0% | +78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling