+0.7%
DHX vs VOO
+82.3%
-81.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.3% |
| 7D | -3.8% | +0.5% | -4.3% | -4.3% |
| 30D | +8.0% | -0.9% | +9.0% | +8.9% |
| 3M | +22.9% | +3.9% | +19.0% | +18.0% |
| 6M | +60.4% | +14.5% | +45.9% | +40.9% |
| YTD | +177.4% | +13.0% | +164.5% | +146.9% |
| 1Y | +44.3% | +19.4% | +24.9% | +21.2% |
| 3Y | +37.4% | +78.9% | -41.5% | -22.4% |
| 5Y | +0.7% | +82.3% | -81.6% | -45.9% |
| All | +0.7% | +82.3% | -81.6% | -45.9% |
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