+8,689.8%
DHR vs VTR
+1,502.7%
+7,187.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.3% |
| 7D | -5.0% | -1.8% | -3.2% | -4.6% |
| 30D | -3.3% | +4.0% | -7.3% | -4.1% |
| 3M | +9.4% | +7.8% | +1.6% | +7.7% |
| 6M | +3.2% | +6.4% | -3.2% | +1.6% |
| YTD | -12.0% | +18.3% | -30.3% | -15.2% |
| 1Y | +4.9% | +33.9% | -29.1% | -1.4% |
| 3Y | -7.4% | +134.3% | -141.7% | -22.2% |
| 5Y | -29.8% | +90.3% | -120.0% | -39.2% |
| 10Y | +209.1% | +100.1% | +109.0% | +145.7% |
| All | +8,689.8% | +1,502.7% | +7,187.1% | +4,682.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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