+760.5%
DGII vs VOO
+817.1%
-56.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 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% | -1.9% |
| 6M | +37.3% | +13.0% | +24.3% | +19.6% |
| YTD | +60.2% | +13.6% | +46.6% | +38.9% |
| 1Y | +103.4% | +20.1% | +83.3% | +65.2% |
| 3Y | +109.3% | +77.6% | +31.7% | +11.1% |
| 5Y | +216.7% | +82.4% | +134.3% | +63.6% |
| 10Y | +480.4% | +316.8% | +163.6% | +23.5% |
| All | +760.5% | +817.1% | -56.5% | -40.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling