+1,355.2%
DHR vs VEU
+190.9%
+1,164.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -0.8% | +1.7% | -2.5% | -2.0% |
| 30D | +0.2% | +1.0% | -0.8% | -0.4% |
| 3M | +12.1% | +5.6% | +6.4% | +7.2% |
| 6M | +5.4% | +13.7% | -8.3% | -4.6% |
| YTD | -10.0% | +17.7% | -27.7% | -20.6% |
| 1Y | +4.1% | +25.8% | -21.7% | -12.5% |
| 3Y | -5.2% | +77.1% | -82.3% | -37.2% |
| 5Y | -28.2% | +57.1% | -85.4% | -48.4% |
| 10Y | +208.4% | +149.8% | +58.6% | +59.7% |
| All | +1,355.2% | +190.9% | +1,164.3% | +521.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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