-38.5%
DG vs VOO
+81.6%
-120.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -4.8% | -0.4% | -4.5% | -4.7% |
| 30D | +1.8% | -1.4% | +3.1% | +2.3% |
| 3M | +14.5% | +3.7% | +10.7% | +12.9% |
| 6M | -13.6% | +13.0% | -26.6% | -17.4% |
| YTD | -4.8% | +12.4% | -17.3% | -9.0% |
| 1Y | +21.6% | +18.6% | +3.0% | +14.1% |
| 3Y | +4.5% | +78.1% | -73.6% | -20.4% |
| 5Y | -38.5% | +82.3% | -120.7% | -54.9% |
| All | -38.5% | +81.6% | -120.0% | -54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling