-56.3%
DEI vs VOO
+325.3%
-381.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -6.0% | -0.8% | -5.3% | -5.3% |
| 30D | -8.0% | -1.1% | -6.9% | -7.0% |
| 3M | -11.5% | +3.9% | -15.4% | -15.0% |
| 6M | +12.1% | +13.6% | -1.5% | -1.9% |
| YTD | +1.3% | +12.7% | -11.4% | -10.6% |
| 1Y | -31.8% | +17.6% | -49.4% | -42.4% |
| 3Y | -6.2% | +77.3% | -83.6% | -47.0% |
| 5Y | -56.9% | +84.1% | -141.1% | -76.5% |
| All | -56.3% | +325.3% | -381.5% | -88.2% |
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 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