-16.3%
DHX vs VOO
+72.0%
-88.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -4.3% |
| 7D | -10.9% | +0.1% | -11.0% | -11.0% |
| 30D | -16.5% | -3.3% | -13.2% | -13.6% |
| 3M | +7.0% | -2.4% | +9.4% | +9.4% |
| 6M | +21.4% | +2.6% | +18.8% | +18.3% |
| YTD | +174.8% | +11.3% | +163.6% | +148.3% |
| 1Y | +143.4% | +13.4% | +130.0% | +115.1% |
| 3Y | +107.8% | +80.3% | +27.5% | +16.8% |
| 5Y | -16.3% | +72.7% | -89.0% | -51.8% |
| All | -16.3% | +72.0% | -88.3% | -51.8% |
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