+146.9%
DGS vs VOO
+817.1%
-670.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +1.7% | +0.1% | +1.5% | +1.6% |
| 30D | +3.6% | +0.1% | +3.5% | +3.5% |
| 3M | +0.6% | +2.0% | -1.4% | -0.9% |
| 6M | +7.5% | +13.0% | -5.6% | -2.4% |
| YTD | +15.9% | +13.6% | +2.3% | +4.8% |
| 1Y | +19.9% | +20.1% | -0.2% | +3.7% |
| 3Y | +51.5% | +77.6% | -26.0% | -5.9% |
| 5Y | +43.2% | +82.4% | -39.2% | -14.7% |
| 10Y | +130.9% | +316.8% | -186.0% | -38.8% |
| All | +146.9% | +817.1% | -670.2% | -71.2% |
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