-40.1%
DLHC vs VOO
+13.0%
-53.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -3.9% |
| 7D | -4.9% | -0.9% | -4.0% | -4.7% |
| 30D | -16.8% | -2.3% | -14.5% | -16.4% |
| 3M | -26.3% | -1.2% | -25.1% | -26.0% |
| 6M | -38.0% | +3.3% | -41.3% | -38.4% |
| YTD | -37.9% | +12.3% | -50.2% | -41.9% |
| 1Y | -40.1% | +12.5% | -52.6% | -44.1% |
| All | -40.1% | +13.0% | -53.1% | -44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling