+52.8%
DCMT vs VOO
+61.1%
-8.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -1.2% | +2.6% | -3.8% | -1.4% |
| 30D | -6.6% | -2.0% | -4.6% | -6.5% |
| 3M | +5.2% | -2.8% | +8.0% | +5.5% |
| 6M | -0.2% | +2.2% | -2.3% | -0.5% |
| YTD | +37.3% | +11.5% | +25.7% | +35.2% |
| 1Y | +37.0% | +13.5% | +23.5% | +34.3% |
| All | +52.8% | +61.1% | -8.3% | +38.2% |
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 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