-55.5%
SDHC vs VOO
+65.5%
-121.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.3% | -4.3% |
| 7D | -6.5% | +0.5% | -7.0% | -7.0% |
| 30D | -23.0% | -0.9% | -22.1% | -22.3% |
| 3M | -19.4% | +3.9% | -23.3% | -22.3% |
| 6M | -23.8% | +14.5% | -38.3% | -32.6% |
| YTD | -36.4% | +13.0% | -49.3% | -43.1% |
| 1Y | -48.7% | +19.4% | -68.1% | -56.2% |
| All | -55.5% | +65.5% | -121.1% | -73.6% |
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