+1,160.2%
DHR vs VOO
+810.0%
+350.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -3.6% | -0.8% | -2.9% | -2.9% |
| 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% | -8.9% |
| YTD | -12.2% | +12.7% | -24.9% | -21.8% |
| 1Y | +3.3% | +17.6% | -14.3% | -11.6% |
| 3Y | -8.2% | +77.3% | -85.5% | -46.4% |
| 5Y | -29.9% | +84.1% | -114.0% | -60.5% |
| 10Y | +208.5% | +323.5% | -115.1% | -24.0% |
| All | +1,160.2% | +810.0% | +350.2% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling