+166.4%
DERM vs VOO
+80.1%
+86.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +22.8% | +0.1% | +22.8% | +22.6% |
| 3M | +26.4% | +2.0% | +24.4% | +24.0% |
| 6M | -2.2% | +13.0% | -15.3% | -12.1% |
| YTD | +1.9% | +13.6% | -11.6% | -8.8% |
| 1Y | +11.3% | +20.1% | -8.7% | -4.0% |
| All | +166.4% | +80.1% | +86.3% | +105.1% |
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