+490.6%
DHR vs VTEB
+25.1%
+465.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.4% |
| 7D | -5.0% | -1.2% | -3.7% | -3.8% |
| 30D | -3.3% | -2.9% | -0.5% | -0.5% |
| 3M | +9.4% | -3.2% | +12.6% | +12.9% |
| 6M | +3.2% | -2.6% | +5.8% | +5.9% |
| YTD | -12.0% | -1.8% | -10.2% | -10.4% |
| 1Y | +4.9% | +0.2% | +4.7% | +4.9% |
| 3Y | -7.4% | +8.2% | -15.6% | -13.8% |
| 5Y | -29.8% | +0.8% | -30.6% | -31.0% |
| 10Y | +209.1% | +17.7% | +191.4% | +197.1% |
| All | +490.6% | +25.1% | +465.5% | +576.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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