+190.5%
DDWM vs VOO
+375.4%
-184.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +2.5% | +3.3% | -0.8% | +0.2% |
| 30D | +1.9% | -2.7% | +4.6% | +3.8% |
| 3M | -2.2% | -1.7% | -0.4% | -1.0% |
| 6M | +2.9% | +3.1% | -0.2% | +0.6% |
| YTD | +9.1% | +11.9% | -2.8% | +0.7% |
| 1Y | +10.9% | +12.1% | -1.2% | +2.2% |
| 3Y | +67.8% | +78.6% | -10.8% | +10.0% |
| 5Y | +79.9% | +73.8% | +6.1% | +19.1% |
| 10Y | +164.3% | +312.3% | -148.0% | -17.1% |
| All | +190.5% | +375.4% | -184.9% | -19.2% |
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