+93.2%
DCOM vs VOO
+325.3%
-232.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.4% |
| 7D | -1.3% | -0.8% | -0.5% | -0.5% |
| 30D | -0.5% | -1.1% | +0.6% | +0.7% |
| 3M | +2.9% | +3.9% | -1.0% | -1.6% |
| 6M | +29.5% | +13.6% | +15.9% | +12.1% |
| YTD | +38.2% | +12.7% | +25.5% | +20.8% |
| 1Y | +35.4% | +17.6% | +17.8% | +12.8% |
| 3Y | +124.0% | +77.3% | +46.6% | +20.1% |
| 5Y | +49.9% | +84.1% | -34.2% | -23.4% |
| All | +93.2% | +325.3% | -232.1% | -60.7% |
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