+146.0%
DHX vs VOO
+14.7%
+131.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | -6.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.5% |
| 30D | -3.3% | -1.1% | -2.3% | -2.4% |
| 3M | +12.3% | -0.3% | +12.7% | +12.8% |
| 6M | +87.5% | +7.4% | +80.1% | +78.6% |
| YTD | +200.0% | +13.4% | +186.6% | +176.5% |
| 1Y | +146.0% | +14.8% | +131.2% | +130.2% |
| All | +146.0% | +14.7% | +131.4% | +130.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling