+13.8%
VRT vs DHR
+11.6%
+2.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +2.1% | -15.0% | -12.7% |
| 7D | -15.4% | +0.4% | -15.8% | -15.3% |
| 30D | -19.0% | +6.2% | -25.2% | -18.3% |
| 3M | -23.8% | +20.8% | -44.7% | -21.9% |
| 6M | -37.9% | +35.5% | -73.4% | -36.6% |
| YTD | +27.0% | +3.2% | +23.7% | +38.3% |
| 1Y | +13.8% | +10.7% | +3.1% | +32.2% |
| All | +13.8% | +11.6% | +2.2% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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