+17.1%
DLR vs VSH
+92.4%
-75.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.4% |
| 7D | +3.3% | +14.3% | -11.0% | +1.4% |
| 30D | +4.6% | -7.9% | +12.4% | +5.0% |
| 3M | -8.3% | -19.9% | +11.6% | -6.6% |
| 6M | -5.6% | -30.5% | +24.9% | -4.8% |
| YTD | +18.7% | +85.7% | -66.9% | +3.9% |
| 1Y | +17.1% | +98.9% | -81.8% | +1.4% |
| All | +17.1% | +92.4% | -75.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling