+238.7%
DAC vs VOO
+798.5%
-559.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -3.0% | -3.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.7% |
| 30D | -12.5% | -3.3% | -9.1% | -9.6% |
| 3M | +5.2% | -2.4% | +7.6% | +7.5% |
| 6M | +11.5% | +2.6% | +8.9% | +7.9% |
| YTD | +60.7% | +11.3% | +49.4% | +42.9% |
| 1Y | +64.6% | +13.4% | +51.1% | +43.3% |
| 3Y | +155.4% | +80.3% | +75.1% | +33.1% |
| 5Y | +133.3% | +72.7% | +60.6% | +25.7% |
| 10Y | +444.8% | +310.0% | +134.7% | +27.4% |
| All | +238.7% | +798.5% | -559.8% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling