+142.8%
DAX vs VOO
+382.9%
-240.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +4.3% | +2.0% | +2.3% | +2.5% |
| 6M | +6.7% | +13.0% | -6.4% | -3.9% |
| YTD | +4.8% | +13.6% | -8.8% | -6.0% |
| 1Y | +8.3% | +20.1% | -11.8% | -7.5% |
| 3Y | +73.5% | +77.6% | -4.0% | +4.4% |
| 5Y | +55.6% | +82.4% | -26.8% | -9.0% |
| 10Y | +139.0% | +316.8% | -177.8% | -34.8% |
| All | +142.8% | +382.9% | -240.1% | -42.8% |
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