+95.2%
DHCNI vs VOO
+622.0%
-526.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -4.4% | -2.0% | -2.4% | -3.3% |
| 30D | -1.4% | -1.7% | +0.3% | -0.4% |
| 3M | +0.3% | +4.7% | -4.5% | -2.6% |
| 6M | +3.9% | +12.6% | -8.7% | -3.3% |
| YTD | +17.3% | +11.8% | +5.5% | +9.5% |
| 1Y | +7.8% | +17.5% | -9.8% | -2.6% |
| 3Y | +57.4% | +77.0% | -19.6% | +8.1% |
| 5Y | +15.2% | +82.6% | -67.4% | -23.7% |
| 10Y | +49.3% | +320.0% | -270.7% | -33.5% |
| All | +95.2% | +622.0% | -526.8% | -20.5% |
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 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