+126.7%
DHC vs VOO
+82.3%
+44.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | -0.4% | +0.5% | -0.9% | -1.1% |
| 30D | -13.8% | -0.9% | -12.9% | -12.8% |
| 3M | -8.3% | +3.9% | -12.2% | -12.9% |
| 6M | +9.9% | +14.5% | -4.6% | -7.6% |
| YTD | +57.4% | +13.0% | +44.4% | +34.3% |
| 1Y | +78.3% | +19.4% | +58.9% | +40.9% |
| 3Y | +243.2% | +78.9% | +164.3% | +51.4% |
| 5Y | +126.7% | +82.3% | +44.4% | -3.6% |
| All | +126.7% | +82.3% | +44.3% | -3.6% |
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