+948.7%
VTI vs DHR
+3,268.6%
-2,320.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -0.4% | -2.4% | +2.1% | +0.7% |
| 30D | -1.6% | -2.2% | +0.6% | -0.9% |
| 3M | +3.6% | +9.0% | -5.4% | -1.2% |
| 6M | +13.0% | +3.5% | +9.5% | +9.7% |
| YTD | +12.7% | -10.1% | +22.8% | +15.8% |
| 1Y | +18.4% | +6.2% | +12.2% | +12.5% |
| 3Y | +76.4% | -5.4% | +81.8% | +71.5% |
| 5Y | +73.7% | -27.9% | +101.6% | +86.3% |
| 10Y | +302.5% | +215.7% | +86.8% | +123.6% |
| All | +948.7% | +3,268.6% | -2,320.0% | +42.3% |
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 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