+121.8%
DGS vs VOO
+777.9%
-656.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | -1.2% | -2.7% | +1.5% | +1.0% |
| 30D | -9.4% | -5.4% | -4.1% | -5.3% |
| 3M | -7.7% | -4.1% | -3.7% | -4.6% |
| 6M | -9.4% | +0.7% | -10.1% | -9.8% |
| YTD | +4.1% | +8.7% | -4.6% | -2.5% |
| 1Y | +6.2% | +11.0% | -4.7% | -2.1% |
| 3Y | +39.0% | +75.5% | -36.5% | -12.9% |
| 5Y | +35.8% | +68.4% | -32.6% | -13.4% |
| 10Y | +114.2% | +315.7% | -201.5% | -43.7% |
| All | +121.8% | +777.9% | -656.1% | -73.2% |
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