-8.2%
DHR vs VICR
+209.3%
-217.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.3% | -0.9% |
| 7D | -3.6% | +5.0% | -8.6% | -4.0% |
| 30D | -2.7% | -12.5% | +9.7% | -2.1% |
| 3M | +10.9% | -33.6% | +44.5% | +12.8% |
| 6M | +3.0% | +10.7% | -7.6% | -2.1% |
| YTD | -12.2% | +80.6% | -92.8% | -21.4% |
| 1Y | +3.3% | +288.4% | -285.1% | -16.1% |
| 3Y | -8.2% | +213.8% | -222.0% | -29.0% |
| All | -8.2% | +209.3% | -217.5% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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