+44.2%
DGP vs VOO
+21.4%
+22.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.3% | +2.8% |
| 7D | -1.9% | +0.3% | -2.1% | -2.2% |
| 30D | +25.3% | +0.2% | +25.0% | +24.9% |
| 3M | +2.6% | +2.8% | -0.2% | -1.3% |
| 6M | -24.0% | +14.3% | -38.3% | -36.2% |
| YTD | +3.6% | +14.0% | -10.4% | -13.0% |
| All | +44.2% | +21.4% | +22.8% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling