+89.5%
DTH vs VOO
+72.8%
+16.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.3% |
| 30D | +2.7% | -3.6% | +6.4% | +4.9% |
| 3M | -2.0% | -2.7% | +0.8% | -0.4% |
| 6M | +3.5% | +2.2% | +1.3% | +2.0% |
| YTD | +13.4% | +10.9% | +2.5% | +6.4% |
| 1Y | +18.8% | +11.3% | +7.4% | +11.1% |
| 3Y | +82.5% | +76.9% | +5.6% | +27.1% |
| 5Y | +89.5% | +73.5% | +16.0% | +30.3% |
| All | +89.5% | +72.8% | +16.7% | +30.3% |
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