+410.0%
DD vs VOO
+803.9%
-393.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | +6.7% | +3.3% | +3.5% | +2.7% |
| 30D | +19.4% | -2.7% | +22.1% | +23.3% |
| 3M | +7.6% | -1.7% | +9.4% | +9.7% |
| 6M | +2.9% | +3.1% | -0.2% | -1.2% |
| YTD | +29.9% | +11.9% | +17.9% | +12.9% |
| 1Y | +28.6% | +12.1% | +16.6% | +11.7% |
| 3Y | +90.0% | +78.6% | +11.4% | -6.8% |
| 5Y | +68.1% | +73.8% | -5.7% | -15.0% |
| 10Y | +98.7% | +312.3% | -213.6% | -68.4% |
| All | +410.0% | +803.9% | -393.9% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling