-49.7%
DHC vs VOO
+315.3%
-365.0%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -1.8% | -0.4% | -1.5% | -1.4% |
| 30D | -10.7% | -1.4% | -9.3% | -9.0% |
| 3M | -14.5% | +3.7% | -18.2% | -19.1% |
| 6M | +3.6% | +13.0% | -9.5% | -13.3% |
| YTD | +55.5% | +12.4% | +43.1% | +31.0% |
| 1Y | +76.6% | +18.6% | +58.0% | +37.1% |
| 3Y | +239.1% | +78.1% | +161.1% | +43.6% |
| 5Y | +129.6% | +82.3% | +47.3% | -4.7% |
| 10Y | -49.7% | +322.5% | -372.2% | -90.4% |
| All | -49.7% | +315.3% | -365.0% | -90.4% |
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