-97.6%
DH vs VOO
+85.9%
-183.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.5% |
| 7D | +30.9% | +0.1% | +30.8% | +30.7% |
| 30D | +57.4% | +0.1% | +57.4% | +57.3% |
| 3M | +15.8% | +2.0% | +13.8% | +12.6% |
| 6M | -13.9% | +13.0% | -27.0% | -27.4% |
| YTD | -63.4% | +13.6% | -77.0% | -69.2% |
| 1Y | -73.8% | +20.1% | -93.9% | -79.5% |
| 3Y | -88.6% | +77.6% | -166.2% | -95.1% |
| All | -97.6% | +85.9% | -183.5% | -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 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