+5.1%
DHR vs VSH
+118.1%
-113.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.4% | -6.0% | -1.6% |
| 7D | -3.9% | +4.1% | -7.9% | -3.9% |
| 30D | +4.0% | -4.2% | +8.2% | +4.0% |
| 3M | +11.5% | -50.0% | +61.5% | +13.9% |
| 6M | +1.9% | +80.2% | -78.3% | -9.8% |
| YTD | -8.9% | +121.1% | -130.0% | -22.2% |
| 1Y | +5.1% | +112.0% | -106.9% | -11.7% |
| All | +5.1% | +118.1% | -113.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling