+203.8%
DHR vs VTV
+234.5%
-30.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.8% |
| 7D | -3.6% | -1.1% | -2.5% | -2.7% |
| 30D | -2.7% | -1.0% | -1.7% | -1.9% |
| 3M | +10.9% | +4.6% | +6.3% | +6.6% |
| 6M | +3.0% | +13.5% | -10.5% | -7.7% |
| YTD | -12.2% | +18.5% | -30.7% | -24.2% |
| 1Y | +3.3% | +22.9% | -19.6% | -13.5% |
| 3Y | -8.2% | +67.8% | -76.1% | -40.2% |
| 5Y | -29.9% | +81.8% | -111.7% | -56.7% |
| All | +203.8% | +234.5% | -30.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling