+129.3%
DGRE vs VOO
+321.7%
-192.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.2% |
| 7D | +0.1% | -2.0% | +2.1% | +1.7% |
| 30D | +3.6% | -1.7% | +5.3% | +5.0% |
| 3M | +7.7% | +4.7% | +2.9% | +4.1% |
| 6M | +21.1% | +12.6% | +8.5% | +11.2% |
| YTD | +31.9% | +11.8% | +20.1% | +21.9% |
| 1Y | +46.1% | +17.5% | +28.6% | +30.0% |
| 3Y | +90.7% | +77.0% | +13.7% | +23.1% |
| 5Y | +57.3% | +82.6% | -25.3% | -2.1% |
| All | +129.3% | +321.7% | -192.4% | -35.4% |
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