-1.0%
DEO vs VOO
+315.3%
-316.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -5.5% | -0.4% | -5.2% | -5.3% |
| 30D | -11.3% | -1.4% | -10.0% | -10.6% |
| 3M | +7.1% | +3.7% | +3.4% | +4.5% |
| 6M | +6.0% | +13.0% | -7.1% | -2.2% |
| YTD | +0.8% | +12.4% | -11.6% | -6.8% |
| 1Y | -15.0% | +18.6% | -33.6% | -24.2% |
| 3Y | -42.2% | +78.1% | -120.2% | -61.2% |
| 5Y | -49.3% | +82.3% | -131.6% | -66.8% |
| 10Y | -1.0% | +322.5% | -323.5% | -63.5% |
| All | -1.0% | +315.3% | -316.3% | -63.5% |
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