+61.4%
DGICA vs VOO
+80.3%
-19.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | -0.8% | -2.0% | +1.2% | -0.3% |
| 30D | +3.1% | -1.7% | +4.8% | +3.6% |
| 3M | +11.3% | +4.7% | +6.5% | +9.6% |
| 6M | +16.1% | +12.6% | +3.6% | +11.8% |
| YTD | -0.6% | +11.8% | -12.3% | -4.2% |
| 1Y | +5.0% | +17.5% | -12.5% | -0.5% |
| 3Y | +52.3% | +77.0% | -24.7% | +26.2% |
| 5Y | +61.4% | +82.6% | -21.2% | +30.9% |
| All | +61.4% | +80.3% | -19.0% | +30.9% |
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