+17.3%
DAN vs VOO
+14.7%
+2.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -1.6% |
| 7D | -6.9% | -0.7% | -6.2% | -5.9% |
| 30D | -15.6% | -1.1% | -14.5% | -14.3% |
| 3M | -13.6% | -0.3% | -13.2% | -13.1% |
| 6M | -31.0% | +7.4% | -38.4% | -37.4% |
| YTD | +1.0% | +13.4% | -12.4% | -16.7% |
| 1Y | +17.3% | +14.8% | +2.5% | -5.3% |
| All | +17.3% | +14.7% | +2.7% | -5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling