+160.7%
DAC vs VOO
+77.0%
+83.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.3% |
| 7D | +0.9% | -0.4% | +1.3% | +1.1% |
| 30D | +11.8% | -1.4% | +13.2% | +12.8% |
| 3M | +19.5% | +3.7% | +15.8% | +16.7% |
| 6M | +39.7% | +13.0% | +26.7% | +29.2% |
| YTD | +67.9% | +12.4% | +55.5% | +55.7% |
| 1Y | +64.5% | +18.6% | +45.9% | +47.5% |
| All | +160.7% | +77.0% | +83.7% | +90.2% |
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