-97.6%
DH vs VOO
+84.9%
-182.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | +13.1% | +0.5% | +12.5% | +12.3% |
| 30D | +42.9% | -0.9% | +43.8% | +44.8% |
| 3M | +20.4% | +3.9% | +16.5% | +14.3% |
| 6M | -13.6% | +14.5% | -28.1% | -28.4% |
| YTD | -64.5% | +13.0% | -77.4% | -69.8% |
| 1Y | -75.4% | +19.4% | -94.8% | -80.6% |
| 3Y | -88.6% | +78.9% | -167.4% | -95.1% |
| All | -97.6% | +84.9% | -182.5% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling