+80.2%
DAN vs VOO
+309.6%
-229.4%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +3.4% |
| 7D | +11.2% | +2.6% | +8.6% | +6.6% |
| 30D | -14.1% | -2.0% | -12.1% | -11.1% |
| 3M | -20.8% | -2.8% | -18.0% | -16.9% |
| 6M | -29.6% | +2.2% | -31.8% | -32.3% |
| YTD | +2.3% | +11.5% | -9.2% | -14.7% |
| 1Y | +15.2% | +13.5% | +1.7% | -6.5% |
| 3Y | +117.1% | +78.1% | +39.0% | -15.1% |
| 5Y | +12.6% | +73.1% | -60.6% | -52.2% |
| All | +80.2% | +309.6% | -229.4% | -79.8% |
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