+23.6%
VRT vs DHR
+7.8%
+15.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.6% |
| 7D | +10.5% | +1.2% | +9.3% | +10.5% |
| 30D | -9.3% | +3.7% | -13.0% | -9.0% |
| 3M | -29.6% | +14.5% | -44.1% | -28.4% |
| 6M | -45.4% | +40.9% | -86.3% | -45.9% |
| YTD | +24.8% | +2.4% | +22.4% | +38.3% |
| 1Y | +23.6% | +6.1% | +17.5% | +33.7% |
| All | +23.6% | +7.8% | +15.8% | +33.7% |
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