+82.6%
VOO vs DHR
-29.9%
+112.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | 0.0% |
| 7D | -2.0% | -5.0% | +3.0% | -0.4% |
| 30D | -1.7% | -3.3% | +1.7% | -0.7% |
| 3M | +4.7% | +9.4% | -4.7% | +0.9% |
| 6M | +12.6% | +3.2% | +9.4% | +10.3% |
| YTD | +11.8% | -12.0% | +23.8% | +15.5% |
| 1Y | +17.5% | +4.9% | +12.7% | +13.4% |
| 3Y | +77.0% | -7.4% | +84.3% | +73.1% |
| 5Y | +82.6% | -29.8% | +112.3% | +89.4% |
| All | +82.6% | -29.9% | +112.5% | +89.4% |
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