+0.3%
DAO vs VOO
+82.8%
-82.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.8% |
| 7D | -2.6% | -0.8% | -1.8% | -1.7% |
| 30D | -21.9% | -1.1% | -20.8% | -20.9% |
| 3M | +24.1% | +3.9% | +20.2% | +18.1% |
| 6M | +42.8% | +13.6% | +29.2% | +20.7% |
| YTD | +43.0% | +12.7% | +30.2% | +22.2% |
| 1Y | +61.9% | +17.6% | +44.3% | +31.2% |
| 3Y | +261.2% | +77.3% | +183.8% | +52.7% |
| All | +0.3% | +82.8% | -82.5% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling