+155.4%
DAC vs VOO
+78.4%
+77.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -3.0% | -2.1% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | -12.5% | -3.3% | -9.1% | -10.6% |
| 3M | +5.2% | -2.4% | +7.6% | +6.7% |
| 6M | +11.5% | +2.6% | +8.9% | +9.3% |
| YTD | +60.7% | +11.3% | +49.4% | +49.3% |
| 1Y | +64.6% | +13.4% | +51.1% | +50.9% |
| 3Y | +155.4% | +80.3% | +75.1% | +63.7% |
| All | +155.4% | +78.4% | +77.0% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling