-12.2%
DC vs VOO
+75.5%
-87.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.7% |
| 7D | +16.8% | -0.6% | +17.3% | +17.6% |
| 30D | -0.3% | -3.6% | +3.3% | +3.7% |
| 3M | -1.1% | -2.7% | +1.6% | +2.1% |
| 6M | +0.8% | +2.2% | -1.4% | +0.3% |
| YTD | +6.7% | +10.9% | -4.2% | -0.3% |
| 1Y | +43.9% | +11.3% | +32.6% | +34.3% |
| 3Y | +149.4% | +76.9% | +72.5% | +60.8% |
| All | -12.2% | +75.5% | -87.6% | -47.1% |
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