+1,859.5%
DHR vs VNQ
+382.8%
+1,476.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -5.0% | -2.6% | -2.3% | -3.8% |
| 30D | -3.3% | -2.3% | -1.0% | -2.3% |
| 3M | +9.4% | -2.8% | +12.2% | +10.9% |
| 6M | +3.2% | +2.5% | +0.6% | +1.9% |
| YTD | -12.0% | +8.4% | -20.5% | -15.4% |
| 1Y | +4.9% | +6.8% | -1.9% | +1.7% |
| 3Y | -7.4% | +29.9% | -37.3% | -17.9% |
| 5Y | -29.8% | +7.2% | -37.0% | -32.1% |
| 10Y | +209.1% | +62.5% | +146.6% | +143.2% |
| All | +1,859.5% | +382.8% | +1,476.7% | +816.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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