+189.8%
DDWM vs VOO
+371.0%
-181.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.6% |
| 7D | +1.8% | -0.6% | +2.4% | +2.2% |
| 30D | +1.7% | -3.6% | +5.4% | +4.4% |
| 3M | -2.3% | -2.7% | +0.5% | -0.4% |
| 6M | +2.4% | +2.2% | +0.1% | +0.7% |
| YTD | +8.9% | +10.9% | -2.0% | +1.1% |
| 1Y | +12.1% | +11.3% | +0.8% | +3.9% |
| 3Y | +67.3% | +76.9% | -9.6% | +10.5% |
| 5Y | +81.0% | +73.5% | +7.5% | +19.9% |
| 10Y | +162.7% | +307.7% | -145.0% | -16.9% |
| All | +189.8% | +371.0% | -181.2% | -18.8% |
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