-84.0%
VHC vs VOO
+803.9%
-887.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.0% |
| 7D | +2.2% | +3.3% | -1.0% | -1.3% |
| 30D | -12.0% | -2.7% | -9.3% | -8.9% |
| 3M | -38.6% | -1.7% | -36.9% | -37.2% |
| 6M | -30.0% | +3.1% | -33.1% | -32.7% |
| YTD | -42.2% | +11.9% | -54.1% | -49.2% |
| 1Y | -56.3% | +12.1% | -68.4% | -61.8% |
| 3Y | +41.1% | +78.6% | -37.5% | -31.0% |
| 5Y | -65.9% | +73.8% | -139.6% | -82.9% |
| 10Y | -50.2% | +312.3% | -362.5% | -93.4% |
| All | -84.0% | +803.9% | -887.8% | -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