+98.2%
DG vs VOO
+325.3%
-227.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.9% |
| 7D | -6.5% | -0.8% | -5.7% | -6.1% |
| 30D | +4.2% | -1.1% | +5.2% | +4.7% |
| 3M | +9.5% | +3.9% | +5.6% | +7.4% |
| 6M | -13.1% | +13.6% | -26.8% | -18.6% |
| YTD | -4.8% | +12.7% | -17.5% | -10.5% |
| 1Y | +20.6% | +17.6% | +3.0% | +11.1% |
| 3Y | +4.9% | +77.3% | -72.4% | -24.4% |
| 5Y | -37.9% | +84.1% | -122.0% | -56.7% |
| All | +98.2% | +325.3% | -227.1% | -27.0% |
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