+489.9%
DHS vs VOO
+803.9%
-314.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +1.0% | +3.3% | -2.2% | -1.3% |
| 30D | +5.4% | -2.7% | +8.0% | +7.3% |
| 3M | +2.3% | -1.7% | +4.1% | +3.4% |
| 6M | +9.5% | +3.1% | +6.4% | +6.5% |
| YTD | +20.5% | +11.9% | +8.6% | +10.0% |
| 1Y | +22.5% | +12.1% | +10.4% | +11.6% |
| 3Y | +75.9% | +78.6% | -2.7% | +10.6% |
| 5Y | +79.0% | +73.8% | +5.2% | +13.3% |
| 10Y | +168.3% | +312.3% | -144.0% | -15.8% |
| All | +489.9% | +803.9% | -314.0% | +1.0% |
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