+23.3%
DHDG vs VOO
+32.6%
-9.4%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -0.8% | -2.0% | +1.2% | 0.0% |
| 30D | -0.2% | -1.7% | +1.4% | +0.4% |
| 3M | +4.2% | +4.7% | -0.5% | +2.2% |
| 6M | +9.2% | +12.6% | -3.4% | +3.9% |
| YTD | +10.1% | +11.8% | -1.7% | +5.0% |
| 1Y | +14.5% | +17.5% | -3.0% | +7.0% |
| All | +23.3% | +32.6% | -9.4% | +9.7% |
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