+74.0%
DRH vs VOO
+321.7%
-247.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.7% |
| 7D | +1.0% | -2.0% | +3.0% | +3.5% |
| 30D | +1.4% | -1.7% | +3.1% | +3.5% |
| 3M | +5.4% | +4.7% | +0.7% | -0.9% |
| 6M | +30.1% | +12.6% | +17.6% | +11.5% |
| YTD | +38.3% | +11.8% | +26.5% | +19.4% |
| 1Y | +51.3% | +17.5% | +33.7% | +22.2% |
| 3Y | +66.3% | +77.0% | -10.7% | -20.8% |
| 5Y | +59.9% | +82.6% | -22.7% | -25.8% |
| All | +74.0% | +321.7% | -247.7% | -66.4% |
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