+67.3%
DD vs VOO
+321.7%
-254.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | -2.9% | -2.0% | -0.9% | -0.7% |
| 30D | -11.5% | -1.7% | -9.8% | -9.8% |
| 3M | -5.4% | +4.7% | -10.1% | -10.4% |
| 6M | -6.9% | +12.6% | -19.5% | -18.6% |
| YTD | +6.9% | +11.8% | -4.9% | -5.7% |
| 1Y | +35.6% | +17.5% | +18.1% | +13.0% |
| 3Y | +42.5% | +77.0% | -34.4% | -25.1% |
| 5Y | +58.5% | +82.6% | -24.1% | -19.4% |
| All | +67.3% | +321.7% | -254.4% | -64.9% |
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