+69.0%
DAC vs VOO
+20.9%
+48.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +3.0% | +0.1% | +2.9% | +3.0% |
| 30D | +12.0% | +0.1% | +11.9% | +11.9% |
| 3M | +20.3% | +2.0% | +18.3% | +18.8% |
| 6M | +39.1% | +13.0% | +26.0% | +27.4% |
| YTD | +68.6% | +13.6% | +55.0% | +54.0% |
| 1Y | +69.0% | +20.1% | +48.9% | +55.9% |
| All | +69.0% | +20.9% | +48.1% | +55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling