+205.7%
DAN vs VOO
+795.4%
-589.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +4.0% |
| 7D | +1.9% | -0.6% | +2.5% | +3.0% |
| 30D | -18.1% | -3.6% | -14.5% | -12.6% |
| 3M | -19.5% | -2.7% | -16.8% | -15.4% |
| 6M | -30.5% | +2.2% | -32.7% | -33.3% |
| YTD | +2.2% | +10.9% | -8.7% | -14.5% |
| 1Y | +13.6% | +11.3% | +2.2% | -5.5% |
| 3Y | +116.4% | +76.9% | +39.5% | -17.7% |
| 5Y | +20.6% | +73.5% | -52.9% | -51.0% |
| 10Y | +86.8% | +307.7% | -220.9% | -81.5% |
| All | +205.7% | +795.4% | -589.7% | -93.5% |
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 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