+401.0%
DCI vs VOO
+800.4%
-399.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | +2.8% | +2.6% | +0.2% | +0.2% |
| 30D | -0.6% | -2.0% | +1.4% | +1.4% |
| 3M | -9.1% | -2.8% | -6.3% | -6.6% |
| 6M | +4.0% | +2.2% | +1.9% | +1.5% |
| YTD | -1.3% | +11.5% | -12.8% | -12.0% |
| 1Y | +1.4% | +13.5% | -12.1% | -11.2% |
| 3Y | +51.9% | +78.1% | -26.2% | -17.7% |
| 5Y | +50.0% | +73.1% | -23.1% | -17.0% |
| 10Y | +152.7% | +310.7% | -158.0% | -47.4% |
| All | +401.0% | +800.4% | -399.5% | -61.2% |
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