+166.5%
DHY vs VOO
+812.0%
-645.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.9% |
| 7D | -0.6% | +0.5% | -1.1% | -0.8% |
| 30D | -1.4% | -0.9% | -0.5% | -1.0% |
| 3M | +1.0% | +3.9% | -2.9% | -0.9% |
| 6M | -4.1% | +14.5% | -18.6% | -10.2% |
| YTD | -8.8% | +13.0% | -21.8% | -14.2% |
| 1Y | -10.4% | +19.4% | -29.9% | -17.9% |
| 3Y | +19.0% | +78.9% | -59.9% | -11.2% |
| 5Y | +7.5% | +82.3% | -74.8% | -21.5% |
| 10Y | +60.7% | +314.2% | -253.5% | -21.7% |
| All | +166.5% | +812.0% | -645.5% | -10.1% |
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