+53,005.7%
DHR vs VTRS
+548.0%
+52,457.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -5.0% | -3.3% | -1.7% | -4.4% |
| 30D | -3.3% | +1.4% | -4.7% | -3.6% |
| 3M | +9.4% | +4.6% | +4.8% | +8.3% |
| 6M | +3.2% | +18.1% | -14.9% | -0.2% |
| YTD | -12.0% | +34.7% | -46.7% | -17.1% |
| 1Y | +4.9% | +65.6% | -60.7% | -4.8% |
| 3Y | -7.4% | +83.8% | -91.1% | -18.4% |
| 5Y | -29.8% | +46.5% | -76.2% | -36.7% |
| 10Y | +209.1% | -48.6% | +257.7% | +213.8% |
| All | +53,005.7% | +548.0% | +52,457.6% | +25,040.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling