-28.2%
DHR vs VXUS
+54.5%
-82.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -0.8% | +1.6% | -2.4% | -2.0% |
| 30D | +0.2% | +1.0% | -0.8% | -0.5% |
| 3M | +12.1% | +5.7% | +6.4% | +6.5% |
| 6M | +5.4% | +13.6% | -8.2% | -6.5% |
| YTD | -10.0% | +17.4% | -27.4% | -22.7% |
| 1Y | +4.1% | +25.1% | -21.0% | -15.7% |
| 3Y | -5.2% | +75.8% | -81.0% | -43.6% |
| 5Y | -28.2% | +55.4% | -83.6% | -56.5% |
| All | -28.2% | +54.5% | -82.7% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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