-84.6%
VHC vs VOO
+795.4%
-880.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.4% | -6.4% |
| 7D | -1.0% | -0.6% | -0.4% | -0.4% |
| 30D | -19.6% | -3.6% | -15.9% | -15.9% |
| 3M | -35.5% | -2.7% | -32.8% | -33.3% |
| 6M | -29.7% | +2.2% | -32.0% | -31.8% |
| YTD | -44.6% | +10.9% | -55.5% | -50.9% |
| 1Y | -60.1% | +11.3% | -71.5% | -64.9% |
| 3Y | +35.2% | +76.9% | -41.7% | -33.2% |
| 5Y | -67.7% | +73.5% | -141.2% | -83.8% |
| 10Y | -49.2% | +307.7% | -356.8% | -93.1% |
| All | -84.6% | +795.4% | -880.0% | -99.5% |
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