+60.4%
DCMT vs VOO
+62.4%
-1.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +2.8% | -0.4% | +3.1% | +2.8% |
| 30D | +10.0% | -1.4% | +11.4% | +10.2% |
| 3M | +12.0% | +3.7% | +8.2% | +11.4% |
| 6M | +21.3% | +13.0% | +8.2% | +19.3% |
| YTD | +44.2% | +12.4% | +31.7% | +41.9% |
| 1Y | +46.1% | +18.6% | +27.5% | +41.9% |
| All | +60.4% | +62.4% | -1.9% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling