+854.9%
DEC vs VOO
+119.3%
+735.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.1% |
| 7D | +3.2% | -0.9% | +4.1% | +3.5% |
| 30D | -2.9% | -2.3% | -0.5% | -2.1% |
| 3M | -4.3% | -1.2% | -3.1% | -3.9% |
| 6M | -9.0% | +3.3% | -12.3% | -10.3% |
| YTD | +1.0% | +12.3% | -11.4% | -4.1% |
| 1Y | +1.5% | +12.5% | -11.0% | -3.7% |
| 3Y | +1,498.8% | +79.2% | +1,419.7% | +1,171.7% |
| 5Y | +882.1% | +75.7% | +806.5% | +682.6% |
| All | +854.9% | +119.3% | +735.5% | +640.5% |
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