-13.3%
DC vs VOO
+78.7%
-92.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | +2.9% | +0.5% | +2.4% | +2.4% |
| 30D | -0.3% | -0.9% | +0.6% | +0.6% |
| 3M | +18.4% | +3.9% | +14.5% | +14.9% |
| 6M | -2.0% | +14.5% | -16.5% | -11.7% |
| YTD | +5.3% | +13.0% | -7.7% | -3.9% |
| 1Y | +30.3% | +19.4% | +10.9% | +14.3% |
| 3Y | +121.5% | +78.9% | +42.6% | +40.3% |
| All | -13.3% | +78.7% | -92.0% | -49.0% |
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