+1,259.6%
DHR vs VEA
+167.0%
+1,092.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.4% |
| 7D | -2.4% | +0.3% | -2.7% | -2.6% |
| 30D | -2.2% | +0.4% | -2.6% | -2.4% |
| 3M | +9.0% | +4.8% | +4.1% | +4.7% |
| 6M | +3.5% | +11.3% | -7.8% | -5.1% |
| YTD | -10.1% | +17.4% | -27.5% | -20.8% |
| 1Y | +6.2% | +26.2% | -20.0% | -11.2% |
| 3Y | -5.4% | +77.7% | -83.1% | -38.0% |
| 5Y | -27.9% | +60.9% | -88.8% | -49.4% |
| 10Y | +215.7% | +163.6% | +52.2% | +55.3% |
| All | +1,259.6% | +167.0% | +1,092.7% | +515.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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