+10.7%
DHR vs VMC
+3.7%
+7.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +0.6% |
| 7D | +0.4% | +12.3% | -12.0% | -3.5% |
| 30D | +6.2% | +21.2% | -15.0% | -0.7% |
| 3M | +20.8% | +4.6% | +16.2% | +18.9% |
| 6M | +35.5% | +3.9% | +31.6% | +33.7% |
| YTD | +3.2% | +5.0% | -1.7% | -0.4% |
| 1Y | +10.7% | +2.6% | +8.1% | +8.0% |
| All | +10.7% | +3.7% | +7.0% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling