+489.3%
DG vs VOO
+806.9%
-317.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.6% |
| 7D | -3.0% | -0.9% | -2.1% | -2.5% |
| 30D | +8.6% | -2.3% | +11.0% | +9.8% |
| 3M | +15.0% | -1.2% | +16.2% | +15.6% |
| 6M | +32.7% | +3.3% | +29.3% | +30.2% |
| YTD | +5.5% | +12.3% | -6.8% | -0.8% |
| 1Y | +34.6% | +12.5% | +22.1% | +26.4% |
| 3Y | +24.2% | +79.2% | -54.9% | -11.3% |
| 5Y | -32.3% | +75.7% | -107.9% | -51.6% |
| 10Y | +111.1% | +313.7% | -202.6% | -10.0% |
| All | +489.3% | +806.9% | -317.6% | +71.1% |
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