+316.8%
DGRO vs VOO
+383.8%
-67.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.1% |
| 7D | -1.1% | -0.8% | -0.4% | -0.5% |
| 30D | -2.0% | -1.1% | -0.9% | -1.1% |
| 3M | +4.2% | +3.9% | +0.3% | +0.6% |
| 6M | +10.7% | +13.6% | -2.9% | -1.4% |
| YTD | +13.7% | +12.7% | +1.0% | +1.9% |
| 1Y | +17.4% | +17.6% | -0.2% | +1.2% |
| 3Y | +62.3% | +77.3% | -15.0% | -4.3% |
| 5Y | +68.7% | +84.1% | -15.4% | -4.9% |
| 10Y | +259.6% | +323.5% | -63.9% | -7.7% |
| All | +316.8% | +383.8% | -67.0% | -5.7% |
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