+37.2%
DAUG vs VOO
+81.6%
-44.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | 0.0% |
| 7D | -0.1% | -0.4% | +0.2% | 0.0% |
| 30D | 0.0% | -1.4% | +1.4% | +0.6% |
| 3M | +2.4% | +3.7% | -1.3% | +0.6% |
| 6M | +7.0% | +13.0% | -6.1% | +1.1% |
| YTD | +7.0% | +12.4% | -5.4% | +1.3% |
| 1Y | +10.1% | +18.6% | -8.5% | +1.7% |
| 3Y | +40.5% | +78.1% | -37.6% | +7.8% |
| 5Y | +37.2% | +82.3% | -45.1% | +3.2% |
| All | +37.2% | +81.6% | -44.4% | +3.2% |
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