-17.5%
DCH vs VOO
+812.0%
-829.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.1% |
| 7D | +15.1% | +0.5% | +14.6% | +14.0% |
| 30D | +10.2% | -0.9% | +11.2% | +12.2% |
| 3M | +11.5% | +3.9% | +7.6% | +4.8% |
| 6M | +25.7% | +14.5% | +11.1% | +0.6% |
| YTD | +9.2% | +13.0% | -3.7% | -10.1% |
| 1Y | +14.9% | +19.4% | -4.5% | -14.3% |
| 3Y | -8.4% | +78.9% | -87.2% | -67.0% |
| 5Y | -15.8% | +82.3% | -98.0% | -69.9% |
| 10Y | -58.6% | +314.2% | -372.8% | -96.3% |
| All | -17.5% | +812.0% | -829.4% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling