-39.4%
DHC vs VOO
+314.4%
-353.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.4% |
| 7D | -0.3% | -0.9% | +0.6% | +1.0% |
| 30D | -3.4% | -2.3% | -1.1% | -0.4% |
| 3M | -9.8% | -1.2% | -8.6% | -8.7% |
| 6M | -12.5% | +3.3% | -15.8% | -17.3% |
| YTD | +52.4% | +12.3% | +40.1% | +27.9% |
| 1Y | +61.7% | +12.5% | +49.2% | +35.0% |
| 3Y | +267.3% | +79.2% | +188.1% | +51.9% |
| 5Y | +127.0% | +75.7% | +51.3% | -1.1% |
| 10Y | -39.4% | +313.7% | -353.1% | -88.5% |
| All | -39.4% | +314.4% | -353.8% | -88.5% |
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