+137.1%
DHX vs VOO
+12.1%
+125.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.0% |
| 7D | +1.4% | +2.6% | -1.2% | -1.0% |
| 30D | -10.2% | -2.0% | -8.2% | -8.2% |
| 3M | +10.0% | -2.8% | +12.7% | +13.2% |
| 6M | +21.2% | +2.2% | +19.0% | +19.4% |
| YTD | +184.5% | +11.5% | +173.0% | +162.5% |
| 1Y | +137.1% | +13.5% | +123.6% | +120.5% |
| All | +137.1% | +12.1% | +125.0% | +120.5% |
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