-28.0%
DHR vs VTRS
+47.1%
-75.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -3.6% | -2.2% | -1.4% | -3.0% |
| 30D | -2.7% | +3.3% | -6.1% | -3.7% |
| 3M | +10.9% | +2.0% | +8.9% | +9.9% |
| 6M | +3.0% | +19.9% | -16.9% | -2.7% |
| YTD | -12.2% | +35.7% | -47.9% | -20.3% |
| 1Y | +3.3% | +68.1% | -64.8% | -11.9% |
| 3Y | -8.2% | +87.1% | -95.3% | -26.3% |
| All | -28.0% | +47.1% | -75.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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