+317.6%
VOO vs DHR
+209.4%
+108.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.8% | -3.6% | +2.9% | +0.7% |
| 30D | -1.1% | -2.7% | +1.7% | -0.1% |
| 3M | +3.9% | +10.9% | -7.0% | -1.6% |
| 6M | +13.6% | +3.0% | +10.6% | +10.5% |
| YTD | +12.7% | -12.2% | +24.9% | +17.2% |
| 1Y | +17.6% | +3.3% | +14.3% | +12.9% |
| 3Y | +77.3% | -8.2% | +85.5% | +73.4% |
| 5Y | +84.1% | -29.9% | +114.0% | +101.9% |
| All | +317.6% | +209.4% | +108.1% | +106.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling