+140.2%
DEM vs VOO
+317.9%
-177.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.7% | 0.0% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -3.4% | -3.3% | -0.1% | -1.2% |
| 3M | -0.7% | -2.4% | +1.7% | +0.9% |
| 6M | +0.8% | +2.6% | -1.8% | -1.0% |
| YTD | +18.4% | +11.3% | +7.1% | +9.7% |
| 1Y | +20.3% | +13.4% | +6.9% | +9.9% |
| 3Y | +64.6% | +80.3% | -15.7% | +6.5% |
| 5Y | +65.4% | +72.7% | -7.3% | +9.2% |
| 10Y | +140.2% | +310.0% | -169.8% | -29.3% |
| All | +140.2% | +317.9% | -177.7% | -29.3% |
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 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