+203.8%
DHR price history and return analytics
+229.8%
-26.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.0% |
| 7D | -3.6% | -1.1% | -2.5% | -2.7% |
| 30D | -2.7% | -1.0% | -1.8% | -1.9% |
| 3M | +10.9% | +3.2% | +7.8% | +7.5% |
| 6M | +3.0% | +12.5% | -9.4% | -7.9% |
| YTD | -12.2% | +14.1% | -26.3% | -22.5% |
| 1Y | +3.3% | +18.9% | -15.6% | -12.2% |
| 3Y | -8.2% | +74.1% | -82.3% | -44.3% |
| 5Y | -29.9% | +66.9% | -96.8% | -56.1% |
| All | +203.8% | +229.8% | -26.0% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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