-28.0%
DHR vs VSAT
+51.7%
-79.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -1.3% | -2.3% | -3.6% |
| 30D | -2.7% | -14.8% | +12.1% | -1.7% |
| 3M | +10.9% | +2.2% | +8.7% | +9.9% |
| 6M | +3.0% | +60.2% | -57.1% | -2.6% |
| YTD | -12.2% | +115.6% | -127.8% | -19.7% |
| 1Y | +3.3% | +132.9% | -129.6% | -6.7% |
| 3Y | -8.2% | +216.1% | -224.3% | -24.9% |
| All | -28.0% | +51.7% | -79.7% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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