+126.8%
DGS vs VOO
+314.0%
-187.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +1.6% | +0.5% | +1.0% | +1.2% |
| 30D | +1.9% | -0.9% | +2.8% | +2.6% |
| 3M | +4.7% | +3.9% | +0.8% | +1.9% |
| 6M | +9.9% | +14.5% | -4.7% | 0.0% |
| YTD | +15.5% | +13.0% | +2.6% | +6.2% |
| 1Y | +17.1% | +19.4% | -2.4% | +3.5% |
| 3Y | +52.3% | +78.9% | -26.5% | 0.0% |
| 5Y | +45.2% | +82.3% | -37.1% | -7.2% |
| 10Y | +126.8% | +314.2% | -187.4% | -30.4% |
| All | +126.8% | +314.0% | -187.2% | -30.4% |
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