+20.8%
DAT vs VOO
+87.9%
-67.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -1.8% |
| 7D | -2.6% | +0.5% | -3.1% | -3.3% |
| 30D | +0.5% | -0.9% | +1.4% | +2.0% |
| 3M | +14.7% | +3.9% | +10.8% | +8.4% |
| 6M | +30.5% | +14.5% | +16.0% | +6.7% |
| YTD | +7.8% | +13.0% | -5.2% | -9.9% |
| 1Y | +3.1% | +19.4% | -16.3% | -20.7% |
| 3Y | +74.1% | +78.9% | -4.8% | -26.2% |
| All | +20.8% | +87.9% | -67.2% | -51.5% |
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 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