-41.8%
DEO vs VOO
+77.0%
-118.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -5.5% | -0.4% | -5.2% | -5.4% |
| 30D | -11.3% | -1.4% | -10.0% | -10.8% |
| 3M | +7.1% | +3.7% | +3.4% | +5.4% |
| 6M | +6.0% | +13.0% | -7.1% | +0.5% |
| YTD | +0.8% | +12.4% | -11.6% | -4.3% |
| 1Y | -15.0% | +18.6% | -33.6% | -21.2% |
| All | -41.8% | +77.0% | -118.8% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling