+953.6%
VRT vs DHR
-28.4%
+982.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.5% |
| 7D | +2.4% | -2.4% | +4.8% | +3.6% |
| 30D | -2.7% | -2.2% | -0.5% | -1.9% |
| 3M | -9.2% | +9.0% | -18.1% | -14.8% |
| 6M | -0.5% | +3.5% | -4.0% | -4.6% |
| YTD | +62.3% | -10.1% | +72.5% | +68.7% |
| 1Y | +109.6% | +6.2% | +103.4% | +95.2% |
| 3Y | +573.1% | -5.4% | +578.4% | +525.0% |
| 5Y | +953.6% | -27.9% | +981.5% | +996.8% |
| All | +953.6% | -28.4% | +982.0% | +996.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling