+83.1%
IVV vs DHR
-27.4%
+110.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.1% |
| 7D | +0.1% | -3.9% | +4.0% | +1.3% |
| 30D | +0.1% | +4.0% | -3.9% | -1.3% |
| 3M | +2.0% | +11.5% | -9.5% | -2.3% |
| 6M | +13.0% | +1.9% | +11.2% | +11.4% |
| YTD | +13.6% | -8.9% | +22.5% | +16.2% |
| 1Y | +20.1% | +5.1% | +15.0% | +16.0% |
| 3Y | +77.6% | -10.3% | +87.9% | +76.9% |
| All | +83.1% | -27.4% | +110.5% | +86.9% |
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