-38.3%
DAIO vs VOO
+309.6%
-348.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.8% |
| 7D | +8.9% | +2.6% | +6.4% | +7.4% |
| 30D | -6.9% | -2.0% | -4.9% | -5.7% |
| 3M | -20.5% | -2.8% | -17.7% | -19.1% |
| 6M | -7.6% | +2.2% | -9.7% | -8.4% |
| YTD | -19.2% | +11.5% | -30.8% | -23.9% |
| 1Y | -5.9% | +13.5% | -19.4% | -12.1% |
| 3Y | -14.4% | +78.1% | -92.5% | -37.6% |
| 5Y | -51.4% | +73.1% | -124.6% | -64.5% |
| All | -38.3% | +309.6% | -348.0% | -71.8% |
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