+196.8%
DAN vs VOO
+806.9%
-610.1%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -5.1% |
| 7D | -1.7% | -0.9% | -0.8% | -0.1% |
| 30D | -16.5% | -2.3% | -14.2% | -12.9% |
| 3M | -23.3% | -1.2% | -22.1% | -21.6% |
| 6M | -30.8% | +3.3% | -34.2% | -34.9% |
| YTD | -0.8% | +12.3% | -13.1% | -18.9% |
| 1Y | +8.5% | +12.5% | -4.0% | -11.4% |
| 3Y | +110.1% | +79.2% | +30.9% | -21.9% |
| 5Y | +12.6% | +75.7% | -63.1% | -55.3% |
| 10Y | +76.8% | +313.7% | -236.8% | -82.9% |
| All | +196.8% | +806.9% | -610.1% | -93.9% |
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