+47,273.0%
DHR vs VICR
+11,731.3%
+35,541.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +0.4% |
| 7D | -2.4% | +1.3% | -3.7% | -2.6% |
| 30D | -2.2% | -11.9% | +9.8% | -1.0% |
| 3M | +9.0% | -35.1% | +44.1% | +13.1% |
| 6M | +3.5% | +8.1% | -4.7% | -1.9% |
| YTD | -10.1% | +67.8% | -77.9% | -20.3% |
| 1Y | +6.2% | +267.3% | -261.1% | -16.3% |
| 3Y | -5.4% | +191.2% | -196.6% | -26.9% |
| 5Y | -27.9% | +48.1% | -76.0% | -42.7% |
| 10Y | +215.7% | +1,546.1% | -1,330.4% | +68.7% |
| All | +47,273.0% | +11,731.3% | +35,541.7% | +15,160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling