+193.4%
DAKT vs VOO
+800.4%
-607.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.8% |
| 7D | -0.8% | +2.6% | -3.3% | -3.4% |
| 30D | +7.5% | -2.0% | +9.5% | +9.9% |
| 3M | -5.8% | -2.8% | -3.1% | -3.0% |
| 6M | -3.7% | +2.2% | -5.9% | -5.8% |
| YTD | -2.6% | +11.5% | -14.1% | -12.8% |
| 1Y | +4.5% | +13.5% | -9.0% | -8.0% |
| 3Y | +92.8% | +78.1% | +14.7% | +9.1% |
| 5Y | +275.4% | +73.1% | +202.3% | +116.5% |
| 10Y | +129.3% | +310.7% | -181.5% | -54.2% |
| All | +193.4% | +800.4% | -607.0% | -80.4% |
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 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