+307.8%
DAN vs VOO
+817.1%
-509.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.3% |
| 7D | +5.6% | +0.1% | +5.5% | +5.4% |
| 30D | +14.9% | +0.1% | +14.8% | +14.8% |
| 3M | -12.3% | +2.0% | -14.3% | -15.8% |
| 6M | -5.6% | +13.0% | -18.6% | -23.8% |
| YTD | +36.4% | +13.6% | +22.8% | +9.2% |
| 1Y | +57.5% | +20.1% | +37.4% | +14.4% |
| 3Y | +111.1% | +77.6% | +33.5% | -20.6% |
| 5Y | +59.7% | +82.4% | -22.7% | -40.4% |
| 10Y | +167.7% | +316.8% | -149.1% | -74.4% |
| All | +307.8% | +817.1% | -509.3% | -91.7% |
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