-6.0%
DHR vs VSH
+35.1%
-41.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -2.4% | +3.5% | -5.9% | -2.9% |
| 30D | -2.2% | -4.4% | +2.2% | -1.7% |
| 3M | +9.0% | -45.8% | +54.8% | +17.8% |
| 6M | +3.5% | +90.1% | -86.7% | -16.7% |
| YTD | -10.1% | +120.3% | -130.5% | -30.8% |
| 1Y | +6.2% | +112.2% | -106.0% | -18.1% |
| All | -6.0% | +35.1% | -41.2% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling