+136.7%
DAX vs VOO
+374.2%
-237.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +3.1% | +2.6% | +0.6% | +0.9% |
| 30D | +4.7% | -2.0% | +6.7% | +6.5% |
| 3M | -2.9% | -2.8% | -0.1% | -0.6% |
| 6M | +4.1% | +2.2% | +2.0% | +2.1% |
| YTD | +2.1% | +11.5% | -9.4% | -7.0% |
| 1Y | +4.8% | +13.5% | -8.7% | -6.0% |
| 3Y | +76.2% | +78.1% | -1.8% | +5.6% |
| 5Y | +55.0% | +73.1% | -18.2% | -5.2% |
| 10Y | +140.2% | +310.7% | -170.6% | -33.7% |
| All | +136.7% | +374.2% | -237.4% | -43.4% |
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