+147.4%
DEM vs VOO
+314.0%
-166.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +1.6% | +0.5% | +1.0% | +1.2% |
| 30D | +4.1% | -0.9% | +5.0% | +4.8% |
| 3M | +6.8% | +3.9% | +2.9% | +3.9% |
| 6M | +18.2% | +14.5% | +3.7% | +7.4% |
| YTD | +24.1% | +13.0% | +11.2% | +13.9% |
| 1Y | +28.1% | +19.4% | +8.7% | +12.9% |
| 3Y | +70.3% | +78.9% | -8.6% | +10.6% |
| 5Y | +70.1% | +82.3% | -12.2% | +7.3% |
| 10Y | +147.4% | +314.2% | -166.8% | -28.1% |
| All | +147.4% | +314.0% | -166.6% | -28.1% |
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 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