+14.6%
D vs VOO
+72.0%
-57.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.9% | -1.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +10.7% | -3.3% | +14.0% | +11.8% |
| 3M | +2.3% | -2.4% | +4.7% | +3.0% |
| 6M | +12.5% | +2.6% | +9.9% | +11.2% |
| YTD | +20.1% | +11.3% | +8.8% | +15.2% |
| 1Y | +15.6% | +13.4% | +2.1% | +10.0% |
| 3Y | +75.2% | +80.3% | -5.1% | +34.6% |
| 5Y | +14.6% | +72.7% | -58.1% | -13.4% |
| All | +14.6% | +72.0% | -57.4% | -13.4% |
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 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