+100.0%
DEO vs VOO
+817.1%
-717.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.4% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | +0.9% | +0.1% | +0.8% | +0.8% |
| 3M | +13.0% | +2.0% | +11.0% | +11.2% |
| 6M | +9.5% | +13.0% | -3.5% | +0.6% |
| YTD | +4.4% | +13.6% | -9.2% | -4.6% |
| 1Y | -15.8% | +20.1% | -35.8% | -26.0% |
| 3Y | -41.0% | +77.6% | -118.5% | -61.2% |
| 5Y | -48.4% | +82.4% | -130.9% | -67.1% |
| 10Y | -1.6% | +316.8% | -318.4% | -66.5% |
| All | +100.0% | +817.1% | -717.1% | -61.3% |
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