-28.0%
DHR vs VICR
+57.6%
-85.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.2% | -11.3% | -1.3% |
| 7D | -3.6% | +5.0% | -8.6% | -4.1% |
| 30D | -2.7% | -12.5% | +9.7% | -1.9% |
| 3M | +10.9% | -33.6% | +44.5% | +13.8% |
| 6M | +3.0% | +10.7% | -7.6% | -2.4% |
| YTD | -12.2% | +80.6% | -92.8% | -22.3% |
| 1Y | +3.3% | +288.4% | -285.1% | -18.0% |
| 3Y | -8.2% | +213.8% | -222.0% | -28.6% |
| All | -28.0% | +57.6% | -85.7% | -43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling