+54.7%
DGICA vs VOO
+77.4%
-22.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -0.5% | -0.8% | +0.3% | -0.3% |
| 30D | +3.8% | -1.1% | +4.9% | +4.1% |
| 3M | +11.9% | +3.9% | +8.0% | +10.7% |
| 6M | +18.5% | +13.6% | +4.9% | +13.9% |
| YTD | 0.0% | +12.7% | -12.8% | -3.7% |
| 1Y | +2.3% | +17.6% | -15.3% | -2.9% |
| 3Y | +54.7% | +77.3% | -22.6% | +25.7% |
| All | +54.7% | +77.4% | -22.7% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling