+519.2%
DGII vs VOO
+317.2%
+202.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.5% |
| 7D | -1.7% | +0.5% | -2.3% | -2.4% |
| 30D | -14.4% | -0.9% | -13.5% | -13.4% |
| 3M | +4.0% | +3.9% | +0.1% | -0.5% |
| 6M | +43.1% | +14.5% | +28.6% | +22.5% |
| YTD | +61.5% | +13.0% | +48.5% | +40.5% |
| 1Y | +102.1% | +19.4% | +82.6% | +64.6% |
| 3Y | +121.7% | +78.9% | +42.8% | +15.9% |
| 5Y | +222.5% | +82.3% | +140.2% | +65.7% |
| All | +519.2% | +317.2% | +202.0% | +20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling