+13.9%
DEI vs VOO
+802.4%
-788.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -5.4% | -2.0% | -3.4% | -3.5% |
| 30D | -7.1% | -1.7% | -5.5% | -5.6% |
| 3M | -12.7% | +4.7% | -17.4% | -16.9% |
| 6M | +9.9% | +12.6% | -2.6% | -2.8% |
| YTD | +0.7% | +11.8% | -11.0% | -10.3% |
| 1Y | -30.5% | +17.5% | -48.1% | -41.3% |
| 3Y | -8.0% | +77.0% | -85.0% | -47.8% |
| 5Y | -57.2% | +82.6% | -139.7% | -76.3% |
| 10Y | -56.2% | +320.0% | -376.2% | -89.3% |
| All | +13.9% | +802.4% | -788.5% | -88.3% |
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