-35.6%
DAIO vs VOO
+817.1%
-852.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -5.3% | +0.1% | -5.4% | -5.3% |
| 3M | -27.7% | +2.0% | -29.7% | -28.3% |
| 6M | -1.0% | +13.0% | -14.1% | -6.7% |
| YTD | -10.4% | +13.6% | -24.0% | -15.8% |
| 1Y | -10.4% | +20.1% | -30.5% | -17.9% |
| 3Y | -25.7% | +77.6% | -103.2% | -43.7% |
| 5Y | -50.3% | +82.4% | -132.7% | -63.0% |
| 10Y | -19.8% | +316.8% | -336.6% | -57.1% |
| All | -35.6% | +817.1% | -852.7% | -73.9% |
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