+92.8%
DGRE vs VOO
+77.0%
+15.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +2.4% | -0.4% | +2.7% | +2.7% |
| 30D | +6.4% | -1.4% | +7.8% | +7.7% |
| 3M | +7.8% | +3.7% | +4.1% | +4.7% |
| 6M | +23.0% | +13.0% | +9.9% | +12.0% |
| YTD | +34.2% | +12.4% | +21.7% | +22.8% |
| 1Y | +50.1% | +18.6% | +31.5% | +32.3% |
| All | +92.8% | +77.0% | +15.9% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling