+67.5%
DHY vs VOO
+325.3%
-257.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -0.6% | -0.8% | +0.2% | -0.2% |
| 30D | -2.0% | -1.1% | -0.9% | -1.5% |
| 3M | -1.3% | +3.9% | -5.2% | -3.3% |
| 6M | -4.7% | +13.6% | -18.3% | -10.8% |
| YTD | -9.9% | +12.7% | -22.6% | -15.4% |
| 1Y | -11.5% | +17.6% | -29.1% | -18.7% |
| 3Y | +17.6% | +77.3% | -59.7% | -13.8% |
| 5Y | +5.8% | +84.1% | -78.3% | -25.0% |
| All | +67.5% | +325.3% | -257.8% | -26.6% |
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