-6.0%
DHR vs VIG
+55.4%
-61.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -2.4% | -1.2% | -1.2% | -1.1% |
| 30D | -2.2% | -2.8% | +0.7% | +1.1% |
| 3M | +9.0% | +2.5% | +6.5% | +5.8% |
| 6M | +3.5% | +8.1% | -4.6% | -5.7% |
| YTD | -10.1% | +9.6% | -19.7% | -19.4% |
| 1Y | +6.2% | +14.2% | -8.0% | -9.2% |
| All | -6.0% | +55.4% | -61.5% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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