+216.1%
DTH vs VOO
+817.1%
-600.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +1.8% | +0.1% | +1.7% | +1.7% |
| 3M | +7.9% | +2.0% | +5.8% | +5.9% |
| 6M | +9.3% | +13.0% | -3.7% | -1.6% |
| YTD | +17.1% | +13.6% | +3.5% | +4.9% |
| 1Y | +26.0% | +20.1% | +5.9% | +7.6% |
| 3Y | +82.7% | +77.6% | +5.1% | +9.3% |
| 5Y | +87.9% | +82.4% | +5.5% | +7.8% |
| 10Y | +142.7% | +316.8% | -174.2% | -41.6% |
| All | +216.1% | +817.1% | -600.9% | -71.3% |
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 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