-28.0%
DHR vs VOO
+82.8%
-110.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -3.6% | -0.8% | -2.9% | -3.0% |
| 30D | -2.7% | -1.1% | -1.7% | -1.8% |
| 3M | +10.9% | +3.9% | +7.0% | +6.7% |
| 6M | +3.0% | +13.6% | -10.6% | -9.0% |
| YTD | -12.2% | +12.7% | -24.9% | -21.9% |
| 1Y | +3.3% | +17.6% | -14.3% | -11.9% |
| 3Y | -8.2% | +77.3% | -85.5% | -47.7% |
| All | -28.0% | +82.8% | -110.8% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling