-13.8%
DC vs VOO
+79.7%
-93.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +11.0% | +0.1% | +10.9% | +11.1% |
| 3M | +5.7% | +2.0% | +3.7% | +4.4% |
| 6M | -4.3% | +13.0% | -17.4% | -12.9% |
| YTD | +4.8% | +13.6% | -8.8% | -4.8% |
| 1Y | +36.8% | +20.1% | +16.7% | +19.4% |
| 3Y | +113.3% | +77.6% | +35.7% | +35.8% |
| All | -13.8% | +79.7% | -93.5% | -49.5% |
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