-83.8%
DH vs VOO
+78.4%
-162.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -5.0% | -5.3% |
| 7D | -0.9% | +0.1% | -1.0% | -0.8% |
| 30D | +14.3% | -3.3% | +17.6% | +19.0% |
| 3M | +56.9% | -2.4% | +59.3% | +61.4% |
| 6M | +17.5% | +2.6% | +14.9% | +14.3% |
| YTD | -61.0% | +11.3% | -72.3% | -65.2% |
| 1Y | -61.8% | +13.4% | -75.2% | -66.7% |
| 3Y | -83.8% | +80.3% | -164.1% | -94.1% |
| All | -83.8% | +78.4% | -162.3% | -94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling