+419.2%
DGP vs VOO
+309.6%
+109.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -8.4% | +2.6% | -11.0% | -8.7% |
| 30D | -13.5% | -2.0% | -11.5% | -13.2% |
| 3M | -23.9% | -2.8% | -21.1% | -23.5% |
| 6M | -35.2% | +2.2% | -37.4% | -35.3% |
| YTD | -26.9% | +11.5% | -38.5% | -27.7% |
| 1Y | -22.6% | +13.5% | -36.1% | -23.5% |
| 3Y | +198.3% | +78.1% | +120.2% | +187.0% |
| 5Y | +185.9% | +73.1% | +112.7% | +173.0% |
| All | +419.2% | +309.6% | +109.5% | +445.8% |
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