+2,723.0%
VRT vs DHR
+139.3%
+2,583.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +5.9% | +5.1% |
| 7D | +9.1% | -3.9% | +13.0% | +11.0% |
| 30D | +0.9% | +4.0% | -3.1% | -1.2% |
| 3M | -13.4% | +11.5% | -24.9% | -19.2% |
| 6M | +11.7% | +1.9% | +9.8% | +8.4% |
| YTD | +73.2% | -8.9% | +82.1% | +77.5% |
| 1Y | +123.4% | +5.1% | +118.3% | +111.0% |
| 3Y | +606.2% | -10.3% | +616.5% | +595.7% |
| 5Y | +899.9% | -27.8% | +927.7% | +982.7% |
| All | +2,723.0% | +139.3% | +2,583.8% | +1,949.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling