+167.8%
DGII vs VOO
+75.1%
+92.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.7% | +1.3% |
| 7D | -7.7% | -0.9% | -6.8% | -6.0% |
| 30D | -10.9% | -2.3% | -8.5% | -7.2% |
| 3M | -19.9% | -1.2% | -18.7% | -17.9% |
| 6M | +6.6% | +3.3% | +3.3% | +3.6% |
| YTD | +54.7% | +12.3% | +42.4% | +35.7% |
| 1Y | +87.6% | +12.5% | +75.1% | +64.1% |
| 3Y | +200.8% | +79.2% | +121.6% | +55.3% |
| 5Y | +167.8% | +75.7% | +92.2% | +43.7% |
| All | +167.8% | +75.1% | +92.7% | +43.7% |
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 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