+2,147.4%
DHR vs VTV
+712.5%
+1,435.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -2.4% | -0.7% | -1.7% | -1.8% |
| 30D | -2.2% | -0.5% | -1.7% | -1.7% |
| 3M | +9.0% | +5.3% | +3.6% | +4.1% |
| 6M | +3.5% | +12.9% | -9.4% | -6.8% |
| YTD | -10.1% | +18.5% | -28.6% | -22.4% |
| 1Y | +6.2% | +25.3% | -19.1% | -12.5% |
| 3Y | -5.4% | +68.2% | -73.6% | -38.8% |
| 5Y | -27.9% | +80.6% | -108.5% | -55.7% |
| 10Y | +215.7% | +232.9% | -17.2% | +12.5% |
| All | +2,147.4% | +712.5% | +1,435.0% | +230.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling