+488.6%
DGP vs VOO
+315.3%
+173.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +6.0% | -1.4% | +7.4% | +6.2% |
| 3M | +9.7% | +3.7% | +5.9% | +9.2% |
| 6M | -27.1% | +13.0% | -40.1% | -28.0% |
| YTD | +0.9% | +12.4% | -11.5% | -0.3% |
| 1Y | +36.0% | +18.6% | +17.4% | +33.9% |
| 3Y | +311.7% | +78.1% | +233.6% | +295.8% |
| 5Y | +324.6% | +82.3% | +242.3% | +304.9% |
| 10Y | +488.6% | +322.5% | +166.1% | +517.2% |
| All | +488.6% | +315.3% | +173.3% | +517.2% |
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