-98.3%
DCTH vs VOO
+232.5%
-330.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.1% |
| 7D | -3.5% | -0.8% | -2.7% | -2.9% |
| 30D | -7.0% | -1.1% | -5.9% | -6.3% |
| 3M | +35.2% | +3.9% | +31.3% | +31.4% |
| 6M | +64.4% | +13.6% | +50.7% | +50.1% |
| YTD | +57.5% | +12.7% | +44.8% | +45.2% |
| 1Y | +42.9% | +17.6% | +25.4% | +28.1% |
| 3Y | +224.7% | +77.3% | +147.4% | +130.5% |
| 5Y | +53.7% | +84.1% | -30.4% | +5.8% |
| All | -98.3% | +232.5% | -330.8% | -99.9% |
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