-99.7%
DAIC vs VOO
+29.6%
-129.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | -4.4% | -0.4% | -4.1% | -3.7% |
| 30D | +275.5% | -1.4% | +276.9% | +283.7% |
| 3M | +50.8% | +3.7% | +47.1% | +41.7% |
| 6M | -52.1% | +13.0% | -65.1% | -58.4% |
| YTD | -74.1% | +12.4% | -86.5% | -77.4% |
| 1Y | -97.0% | +18.6% | -115.6% | -97.4% |
| All | -99.7% | +29.6% | -129.3% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling