+372.3%
DES vs VOO
+810.0%
-437.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.3% |
| 7D | -1.6% | -0.8% | -0.8% | -0.9% |
| 30D | -3.5% | -1.1% | -2.4% | -2.5% |
| 3M | +0.9% | +3.9% | -3.0% | -3.1% |
| 6M | +12.9% | +13.6% | -0.7% | -0.9% |
| YTD | +20.3% | +12.7% | +7.6% | +6.4% |
| 1Y | +18.2% | +17.6% | +0.7% | +0.1% |
| 3Y | +50.2% | +77.3% | -27.1% | -16.1% |
| 5Y | +47.5% | +84.1% | -36.6% | -21.6% |
| 10Y | +115.5% | +323.5% | -208.1% | -52.0% |
| All | +372.3% | +810.0% | -437.7% | -57.1% |
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 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