+8.6%
DHR vs VLTO
+54.8%
-46.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.3% | +1.5% |
| 7D | -0.9% | +5.4% | -6.2% | -3.6% |
| 30D | +5.4% | +22.3% | -16.9% | -5.9% |
| 3M | +15.3% | +19.6% | -4.3% | +4.2% |
| 6M | +32.1% | +35.2% | -3.0% | +11.6% |
| YTD | +1.2% | +17.9% | -16.7% | -8.2% |
| 1Y | +10.1% | +19.5% | -9.4% | -1.0% |
| 3Y | +19.9% | +73.9% | -54.1% | -3.0% |
| All | +8.6% | +54.8% | -46.3% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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