+29.3%
DEO vs VOO
+311.2%
-281.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.3% | +3.3% | -3.5% | -2.2% |
| 30D | +12.0% | -2.7% | +14.7% | +13.5% |
| 3M | +7.8% | -1.7% | +9.5% | +8.6% |
| 6M | +24.9% | +3.1% | +21.8% | +21.7% |
| YTD | +18.6% | +11.9% | +6.6% | +9.5% |
| 1Y | +5.5% | +12.1% | -6.6% | -2.7% |
| 3Y | -22.3% | +78.6% | -100.8% | -48.0% |
| 5Y | -44.0% | +73.8% | -117.8% | -62.2% |
| All | +29.3% | +311.2% | -281.9% | -52.4% |
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