-60.8%
DCH vs VOO
+325.3%
-386.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.7% |
| 7D | -7.3% | -0.8% | -6.5% | -6.0% |
| 30D | -4.4% | -1.1% | -3.4% | -2.4% |
| 3M | +4.0% | +3.9% | +0.1% | -2.2% |
| 6M | +16.3% | +13.6% | +2.7% | -5.5% |
| YTD | +1.1% | +12.7% | -11.6% | -16.4% |
| 1Y | +7.1% | +17.6% | -10.5% | -17.7% |
| 3Y | -15.3% | +77.3% | -92.6% | -68.8% |
| 5Y | -20.1% | +84.1% | -104.2% | -71.8% |
| All | -60.8% | +325.3% | -386.1% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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