+390.7%
DGP vs VOO
+817.1%
-426.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +12.9% | +0.1% | +12.8% | +12.9% |
| 3M | -1.1% | +2.0% | -3.1% | -1.3% |
| 6M | -28.4% | +13.0% | -41.5% | -29.1% |
| YTD | +1.2% | +13.6% | -12.4% | +0.2% |
| 1Y | +40.9% | +20.1% | +20.8% | +39.0% |
| 3Y | +306.3% | +77.6% | +228.7% | +293.7% |
| 5Y | +310.3% | +82.4% | +227.9% | +295.3% |
| 10Y | +490.9% | +316.8% | +174.1% | +466.1% |
| All | +390.7% | +817.1% | -426.4% | +277.0% |
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 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