+20.6%
DG vs VOO
+18.2%
+2.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.8% |
| 7D | -6.5% | -0.8% | -5.7% | -6.1% |
| 30D | +4.2% | -1.1% | +5.2% | +4.8% |
| 3M | +9.5% | +3.9% | +5.6% | +7.2% |
| 6M | -13.1% | +13.6% | -26.8% | -19.6% |
| YTD | -4.8% | +12.7% | -17.5% | -11.7% |
| 1Y | +20.6% | +17.6% | +3.0% | +11.8% |
| All | +20.6% | +18.2% | +2.4% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling