+115.5%
DEM vs VOO
+777.9%
-662.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -0.2% | -2.7% | +2.5% | +2.0% |
| 30D | -5.0% | -5.4% | +0.4% | -0.7% |
| 3M | -2.0% | -4.1% | +2.1% | +1.3% |
| 6M | -0.4% | +0.7% | -1.1% | -1.1% |
| YTD | +16.4% | +8.7% | +7.7% | +8.6% |
| 1Y | +18.6% | +11.0% | +7.6% | +8.7% |
| 3Y | +59.0% | +75.5% | -16.5% | -2.4% |
| 5Y | +64.0% | +68.4% | -4.3% | +2.4% |
| 10Y | +140.1% | +315.7% | -175.6% | -40.6% |
| All | +115.5% | +777.9% | -662.3% | -75.3% |
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