+118.7%
DGII vs VOO
+80.9%
+37.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.7% |
| 7D | -8.5% | +0.1% | -8.6% | -8.6% |
| 30D | -4.7% | +0.1% | -4.7% | -4.7% |
| 3M | +0.2% | +2.0% | -1.9% | -2.6% |
| 6M | +37.3% | +13.0% | +24.3% | +15.2% |
| YTD | +60.2% | +13.6% | +46.6% | +33.4% |
| 1Y | +103.4% | +20.1% | +83.3% | +55.4% |
| All | +118.7% | +80.9% | +37.8% | -7.5% |
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