-28.9%
DHC vs VOO
+798.5%
-827.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +1.9% | +1.4% |
| 7D | -5.4% | +0.1% | -5.5% | -5.6% |
| 30D | -2.3% | -3.3% | +1.0% | +1.6% |
| 3M | -16.9% | -2.4% | -14.5% | -14.6% |
| 6M | -13.2% | +2.6% | -15.8% | -16.5% |
| YTD | +51.8% | +11.3% | +40.5% | +32.1% |
| 1Y | +64.7% | +13.4% | +51.2% | +39.5% |
| 3Y | +274.8% | +80.3% | +194.5% | +76.5% |
| 5Y | +126.7% | +72.7% | +54.0% | +15.5% |
| 10Y | -41.9% | +310.0% | -351.9% | -86.3% |
| All | -28.9% | +798.5% | -827.4% | -92.4% |
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 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