+510.4%
DGII vs VOO
+315.3%
+195.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.9% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | -16.7% | -1.4% | -15.3% | -15.3% |
| 3M | +4.1% | +3.7% | +0.4% | -0.1% |
| 6M | +38.8% | +13.0% | +25.7% | +20.6% |
| YTD | +59.2% | +12.4% | +46.7% | +39.3% |
| 1Y | +99.5% | +18.6% | +80.9% | +63.8% |
| 3Y | +118.5% | +78.1% | +40.4% | +14.9% |
| 5Y | +217.6% | +82.3% | +135.3% | +63.2% |
| 10Y | +510.4% | +322.5% | +187.8% | +19.1% |
| All | +510.4% | +315.3% | +195.0% | +19.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling