-41.8%
DHX vs VOO
+315.3%
-357.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.5% |
| 7D | -2.6% | -0.4% | -2.2% | -2.3% |
| 30D | +24.2% | -1.4% | +25.6% | +25.6% |
| 3M | +28.0% | +3.7% | +24.3% | +23.4% |
| 6M | +78.7% | +13.0% | +65.6% | +60.0% |
| YTD | +191.6% | +12.4% | +179.2% | +162.4% |
| 1Y | +60.9% | +18.6% | +42.3% | +37.5% |
| 3Y | +44.4% | +78.1% | -33.6% | -14.5% |
| 5Y | +4.6% | +82.3% | -77.6% | -39.4% |
| 10Y | -41.8% | +322.5% | -364.3% | -88.4% |
| All | -41.8% | +315.3% | -357.1% | -88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling