+409.6%
DGRW vs VOO
+473.0%
-63.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.6% | -0.4% | -0.2% | -0.2% |
| 30D | -1.4% | -1.4% | -0.1% | -0.2% |
| 3M | +3.0% | +3.7% | -0.7% | -0.3% |
| 6M | +8.9% | +13.0% | -4.1% | -2.4% |
| YTD | +11.0% | +12.4% | -1.4% | 0.0% |
| 1Y | +14.1% | +18.6% | -4.5% | -2.1% |
| 3Y | +56.0% | +78.1% | -22.0% | -7.3% |
| 5Y | +74.4% | +82.3% | -7.8% | +0.5% |
| 10Y | +278.2% | +322.5% | -44.4% | -1.8% |
| All | +409.6% | +473.0% | -63.4% | -0.6% |
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