+116.8%
DAN vs VOO
+79.1%
+37.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.5% |
| 7D | +6.5% | +0.5% | +6.0% | +5.7% |
| 30D | +10.0% | -0.9% | +11.0% | +11.6% |
| 3M | -14.3% | +3.9% | -18.2% | -19.5% |
| 6M | -3.3% | +14.5% | -17.9% | -21.9% |
| YTD | +33.2% | +13.0% | +20.2% | +10.1% |
| 1Y | +53.2% | +19.4% | +33.7% | +15.7% |
| 3Y | +116.8% | +78.9% | +38.0% | -2.5% |
| All | +116.8% | +79.1% | +37.7% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling