+68.2%
IVV vs DHR
-9.6%
+77.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.2% |
| 7D | -2.7% | -0.9% | -1.8% | -2.4% |
| 30D | -5.4% | +5.4% | -10.8% | -6.9% |
| 3M | -4.1% | +15.3% | -19.4% | -8.5% |
| 6M | +0.7% | +32.1% | -31.4% | -9.0% |
| YTD | +8.7% | +1.2% | +7.6% | +7.5% |
| 1Y | +11.0% | +10.1% | +0.9% | +6.3% |
| 3Y | +75.4% | +19.9% | +55.6% | +55.8% |
| All | +68.2% | -9.6% | +77.7% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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