+15.3%
DAO vs VOO
+182.2%
-167.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.5% |
| 7D | -2.6% | -0.8% | -1.8% | -1.9% |
| 30D | -21.9% | -1.1% | -20.8% | -21.2% |
| 3M | +24.1% | +3.9% | +20.2% | +20.0% |
| 6M | +42.8% | +13.6% | +29.2% | +27.3% |
| YTD | +43.0% | +12.7% | +30.2% | +28.6% |
| 1Y | +61.9% | +17.6% | +44.3% | +40.5% |
| 3Y | +261.2% | +77.3% | +183.8% | +114.2% |
| 5Y | +1.1% | +84.1% | -83.1% | -40.4% |
| All | +15.3% | +182.2% | -167.0% | -41.7% |
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 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