+491.7%
DDM vs VOO
+325.3%
+166.4%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.4% |
| 7D | -3.2% | -0.8% | -2.4% | -1.8% |
| 30D | -4.5% | -1.1% | -3.5% | -2.6% |
| 3M | +5.9% | +3.9% | +2.0% | -1.2% |
| 6M | +20.1% | +13.6% | +6.5% | -4.5% |
| YTD | +16.0% | +12.7% | +3.3% | -6.1% |
| 1Y | +24.7% | +17.6% | +7.1% | -6.6% |
| 3Y | +98.2% | +77.3% | +20.9% | -29.4% |
| 5Y | +87.5% | +84.1% | +3.3% | -36.1% |
| All | +491.7% | +325.3% | +166.4% | -50.6% |
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