+401.3%
DHT vs VOO
+75.1%
+326.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.0% |
| 7D | -2.2% | -0.9% | -1.3% | -1.6% |
| 30D | -17.7% | -2.3% | -15.4% | -16.7% |
| 3M | +26.4% | -1.2% | +27.6% | +27.1% |
| 6M | +27.3% | +3.3% | +24.0% | +24.8% |
| YTD | +100.2% | +12.3% | +87.9% | +87.5% |
| 1Y | +82.9% | +12.5% | +70.4% | +71.1% |
| 3Y | +177.1% | +79.2% | +97.9% | +95.9% |
| 5Y | +401.3% | +75.7% | +325.7% | +260.8% |
| All | +401.3% | +75.1% | +326.2% | +260.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling