+1,367.8%
DHI vs VOO
+802.4%
+565.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.7% |
| 7D | -6.1% | -2.0% | -4.1% | -3.9% |
| 30D | -10.1% | -1.7% | -8.4% | -8.3% |
| 3M | -7.3% | +4.7% | -12.1% | -12.1% |
| 6M | -6.1% | +12.6% | -18.7% | -17.9% |
| YTD | -5.0% | +11.8% | -16.8% | -16.5% |
| 1Y | -22.1% | +17.5% | -39.6% | -35.5% |
| 3Y | +19.2% | +77.0% | -57.8% | -40.4% |
| 5Y | +59.4% | +82.6% | -23.2% | -22.5% |
| 10Y | +401.8% | +320.0% | +81.9% | -15.1% |
| All | +1,367.8% | +802.4% | +565.4% | -10.6% |
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 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