+333.8%
DD vs VOO
+817.1%
-483.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.8% |
| 7D | -3.5% | +0.1% | -3.6% | -3.7% |
| 30D | -10.3% | +0.1% | -10.4% | -10.4% |
| 3M | -7.5% | +2.0% | -9.6% | -9.9% |
| 6M | -8.0% | +13.0% | -21.0% | -20.8% |
| YTD | +10.5% | +13.6% | -3.1% | -5.4% |
| 1Y | +38.3% | +20.1% | +18.2% | +10.5% |
| 3Y | +42.5% | +77.6% | -35.1% | -29.6% |
| 5Y | +60.2% | +82.4% | -22.3% | -23.7% |
| 10Y | +68.9% | +316.8% | -248.0% | -73.5% |
| All | +333.8% | +817.1% | -483.3% | -80.0% |
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