-29.8%
DHR vs VIG
+61.5%
-91.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | -5.0% | -2.2% | -2.8% | -2.5% |
| 30D | -3.3% | -3.2% | -0.1% | +0.4% |
| 3M | +9.4% | +3.0% | +6.4% | +5.6% |
| 6M | +3.2% | +8.1% | -5.0% | -6.0% |
| YTD | -12.0% | +9.1% | -21.1% | -20.6% |
| 1Y | +4.9% | +12.6% | -7.7% | -8.7% |
| 3Y | -7.4% | +55.4% | -62.7% | -44.4% |
| 5Y | -29.8% | +62.8% | -92.5% | -60.3% |
| All | -29.8% | +61.5% | -91.2% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling