+231.9%
DHC vs VOO
+80.9%
+151.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.7% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -18.0% | +0.1% | -18.1% | -18.0% |
| 3M | -12.6% | +2.0% | -14.6% | -14.5% |
| 6M | -0.3% | +13.0% | -13.3% | -12.3% |
| YTD | +55.5% | +13.6% | +41.9% | +35.7% |
| 1Y | +94.3% | +20.1% | +74.2% | +58.6% |
| All | +231.9% | +80.9% | +151.0% | +20.9% |
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