+235.1%
DGP vs VOO
+72.0%
+163.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.2% | +2.8% |
| 7D | +9.1% | +0.1% | +9.1% | +9.1% |
| 30D | -10.4% | -3.3% | -7.1% | -9.4% |
| 3M | -11.4% | -2.4% | -9.0% | -10.6% |
| 6M | -27.7% | +2.6% | -30.3% | -28.0% |
| YTD | -17.4% | +11.3% | -28.7% | -19.1% |
| 1Y | -5.1% | +13.4% | -18.6% | -7.4% |
| 3Y | +232.6% | +80.3% | +152.3% | +206.0% |
| 5Y | +235.1% | +72.7% | +162.4% | +197.2% |
| All | +235.1% | +72.0% | +163.1% | +197.2% |
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 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