-13.8%
DC vs VOO
+72.0%
-85.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.6% | +5.6% |
| 7D | +17.4% | -2.7% | +20.1% | +20.5% |
| 30D | +6.1% | -5.4% | +11.4% | +12.1% |
| 3M | +7.8% | -4.1% | +11.8% | +12.7% |
| 6M | +4.9% | +0.7% | +4.2% | +5.9% |
| YTD | +4.8% | +8.7% | -4.0% | -0.4% |
| 1Y | +53.0% | +11.0% | +42.0% | +43.6% |
| 3Y | +121.2% | +75.5% | +45.7% | +43.8% |
| All | -13.8% | +72.0% | -85.8% | -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 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