+556.5%
DLHC vs VOO
+817.1%
-260.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -7.5% | +0.1% | -7.6% | -7.6% |
| 30D | -15.9% | +0.1% | -16.0% | -15.9% |
| 3M | -27.8% | +2.0% | -29.8% | -28.8% |
| 6M | -30.7% | +13.0% | -43.7% | -35.4% |
| YTD | -28.0% | +13.6% | -41.5% | -33.1% |
| 1Y | -31.7% | +20.1% | -51.8% | -38.6% |
| 3Y | -64.0% | +77.6% | -141.6% | -73.6% |
| 5Y | -66.6% | +82.4% | -149.0% | -75.8% |
| 10Y | -14.5% | +316.8% | -331.3% | -58.1% |
| All | +556.5% | +817.1% | -260.6% | +150.0% |
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