+971.5%
DEC vs VOO
+121.8%
+849.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.7% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | +20.2% | +0.1% | +20.1% | +20.1% |
| 3M | +11.5% | +2.0% | +9.5% | +10.5% |
| 6M | +10.1% | +13.0% | -2.9% | +4.6% |
| YTD | +13.3% | +13.6% | -0.3% | +7.3% |
| 1Y | +7.7% | +20.1% | -12.4% | -0.7% |
| 3Y | +1,241.7% | +77.6% | +1,164.2% | +972.3% |
| 5Y | +928.7% | +82.4% | +846.2% | +710.6% |
| All | +971.5% | +121.8% | +849.7% | +727.8% |
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