+24.0%
DAT vs VOO
+89.0%
-65.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | +4.0% | +0.1% | +3.9% | +4.0% |
| 3M | +12.7% | +2.0% | +10.7% | +9.4% |
| 6M | +34.4% | +13.0% | +21.3% | +12.0% |
| YTD | +10.6% | +13.6% | -2.9% | -8.3% |
| 1Y | +9.7% | +20.1% | -10.4% | -16.3% |
| 3Y | +76.9% | +77.6% | -0.7% | -24.1% |
| All | +24.0% | +89.0% | -65.0% | -50.6% |
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