+573.1%
VRT vs DHR
-4.8%
+577.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.6% |
| 7D | +2.4% | -2.4% | +4.8% | +2.9% |
| 30D | -2.7% | -2.2% | -0.5% | -2.3% |
| 3M | -9.2% | +9.0% | -18.1% | -11.9% |
| 6M | -0.5% | +3.5% | -4.0% | -1.8% |
| YTD | +62.3% | -10.1% | +72.5% | +68.2% |
| 1Y | +109.6% | +6.2% | +103.4% | +103.6% |
| All | +573.1% | -4.8% | +577.9% | +556.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling