+109.6%
DAKT vs VOO
+325.3%
-215.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -6.4% |
| 7D | -7.5% | -0.8% | -6.8% | -6.9% |
| 30D | -13.3% | -1.1% | -12.2% | -12.5% |
| 3M | -14.4% | +3.9% | -18.3% | -17.4% |
| 6M | -17.3% | +13.6% | -30.9% | -26.1% |
| YTD | -9.5% | +12.7% | -22.2% | -18.5% |
| 1Y | -19.5% | +17.6% | -37.0% | -30.0% |
| 3Y | +81.6% | +77.3% | +4.3% | +13.6% |
| 5Y | +222.3% | +84.1% | +138.2% | +94.7% |
| All | +109.6% | +325.3% | -215.7% | -44.4% |
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