-40.1%
DHX vs VOO
+798.5%
-838.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -4.6% |
| 7D | -10.9% | +0.1% | -11.0% | -11.0% |
| 30D | -16.5% | -3.3% | -13.2% | -13.4% |
| 3M | +7.0% | -2.4% | +9.4% | +9.6% |
| 6M | +21.4% | +2.6% | +18.8% | +17.9% |
| YTD | +174.8% | +11.3% | +163.6% | +145.0% |
| 1Y | +143.4% | +13.4% | +130.0% | +111.7% |
| 3Y | +107.8% | +80.3% | +27.5% | +9.0% |
| 5Y | -16.3% | +72.7% | -89.0% | -54.1% |
| 10Y | -28.4% | +310.0% | -338.4% | -87.1% |
| All | -40.1% | +798.5% | -838.6% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling