-77.9%
DLHC vs VOO
+72.0%
-149.8%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -15.3% | -3.3% | -12.0% | -13.3% |
| 3M | -24.3% | -2.4% | -21.9% | -23.0% |
| 6M | -37.2% | +2.6% | -39.8% | -38.8% |
| YTD | -35.4% | +11.3% | -46.7% | -41.1% |
| 1Y | -38.9% | +13.4% | -52.3% | -45.1% |
| 3Y | -73.9% | +80.3% | -154.2% | -83.6% |
| 5Y | -77.9% | +72.7% | -150.6% | -85.1% |
| All | -77.9% | +72.0% | -149.8% | -85.1% |
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 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