+320.0%
DAC vs VOO
+321.7%
-1.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.1% |
| 7D | +1.8% | -2.0% | +3.8% | +4.0% |
| 30D | +16.2% | -1.7% | +17.9% | +18.2% |
| 3M | +22.9% | +4.7% | +18.1% | +16.5% |
| 6M | +41.1% | +12.6% | +28.5% | +23.6% |
| YTD | +70.3% | +11.8% | +58.6% | +50.3% |
| 1Y | +70.9% | +17.5% | +53.4% | +42.4% |
| 3Y | +164.1% | +77.0% | +87.1% | +34.7% |
| 5Y | +120.2% | +82.6% | +37.6% | +6.7% |
| All | +320.0% | +321.7% | -1.7% | -15.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling