+203.8%
DHR vs ITOT
+303.4%
-99.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | -3.6% | -0.9% | -2.7% | -2.9% |
| 30D | -2.7% | -1.5% | -1.3% | -1.5% |
| 3M | +10.9% | +3.6% | +7.4% | +7.3% |
| 6M | +3.0% | +13.7% | -10.7% | -8.1% |
| YTD | -12.2% | +12.9% | -25.1% | -21.2% |
| 1Y | +3.3% | +17.2% | -13.9% | -10.4% |
| 3Y | -8.2% | +75.6% | -83.8% | -43.8% |
| 5Y | -29.9% | +75.5% | -105.4% | -57.3% |
| All | +203.8% | +303.4% | -99.7% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling