+781.9%
DEC vs VOO
+112.3%
+669.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -12.0% | -2.7% | -9.3% | -11.1% |
| 30D | -9.5% | -5.4% | -4.1% | -7.7% |
| 3M | -4.0% | -4.1% | 0.0% | -2.6% |
| 6M | -14.0% | +0.7% | -14.7% | -14.4% |
| YTD | -6.7% | +8.7% | -15.5% | -10.3% |
| 1Y | +0.2% | +11.0% | -10.7% | -4.5% |
| 3Y | +1,376.7% | +75.5% | +1,301.3% | +1,082.0% |
| 5Y | +788.1% | +68.4% | +719.8% | +618.3% |
| All | +781.9% | +112.3% | +669.6% | +592.1% |
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