+62.2%
DCMT vs VOO
+62.8%
-0.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.4% |
| 7D | +4.0% | -0.8% | +4.8% | +4.1% |
| 30D | +10.5% | -1.1% | +11.6% | +10.6% |
| 3M | +14.1% | +3.9% | +10.3% | +13.6% |
| 6M | +19.5% | +13.6% | +5.9% | +17.4% |
| YTD | +45.7% | +12.7% | +33.0% | +43.4% |
| 1Y | +47.3% | +17.6% | +29.7% | +43.4% |
| All | +62.2% | +62.8% | -0.6% | +46.6% |
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