+1,020.3%
DHR vs VXUS
+179.6%
+840.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -2.0% |
| 7D | -3.9% | +1.0% | -4.9% | -4.6% |
| 30D | +4.0% | +2.2% | +1.8% | +2.4% |
| 3M | +11.5% | +3.0% | +8.5% | +8.4% |
| 6M | +1.9% | +10.7% | -8.8% | -6.6% |
| YTD | -8.9% | +17.8% | -26.7% | -20.5% |
| 1Y | +5.1% | +27.6% | -22.5% | -13.8% |
| 3Y | -10.3% | +73.3% | -83.6% | -41.6% |
| 5Y | -27.8% | +54.3% | -82.1% | -49.0% |
| 10Y | +203.6% | +149.8% | +53.8% | +48.4% |
| All | +1,020.3% | +179.6% | +840.7% | +387.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling