-80.6%
VHC vs VOO
+817.1%
-897.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.3% |
| 7D | -3.9% | +0.1% | -4.0% | -4.0% |
| 30D | -23.7% | +0.1% | -23.7% | -23.7% |
| 3M | -24.2% | +2.0% | -26.2% | -26.4% |
| 6M | -20.3% | +13.0% | -33.3% | -31.0% |
| YTD | -30.2% | +13.6% | -43.8% | -39.9% |
| 1Y | -40.3% | +20.1% | -60.3% | -51.8% |
| 3Y | +82.0% | +77.6% | +4.5% | -10.3% |
| 5Y | -61.9% | +82.4% | -144.4% | -82.1% |
| 10Y | -27.8% | +316.8% | -344.7% | -90.4% |
| All | -80.6% | +817.1% | -897.7% | -99.4% |
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