+149.5%
DAN vs VOO
+321.7%
-172.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.7% |
| 7D | -2.7% | -2.0% | -0.7% | +0.6% |
| 30D | +0.9% | -1.7% | +2.5% | +3.8% |
| 3M | -13.2% | +4.7% | -17.9% | -20.1% |
| 6M | -3.7% | +12.6% | -16.3% | -21.2% |
| YTD | +30.6% | +11.8% | +18.8% | +8.3% |
| 1Y | +50.0% | +17.5% | +32.4% | +14.3% |
| 3Y | +112.5% | +77.0% | +35.6% | -16.5% |
| 5Y | +62.8% | +82.6% | -19.8% | -36.8% |
| All | +149.5% | +321.7% | -172.2% | -74.2% |
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