+103.9%
DJCO vs VOO
+82.8%
+21.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.4% |
| 7D | +5.4% | -0.8% | +6.2% | +6.2% |
| 30D | +18.8% | -1.1% | +19.9% | +20.0% |
| 3M | +18.1% | +3.9% | +14.3% | +13.7% |
| 6M | +22.9% | +13.6% | +9.2% | +8.6% |
| YTD | +35.8% | +12.7% | +23.1% | +21.4% |
| 1Y | +47.5% | +17.6% | +29.9% | +26.7% |
| 3Y | +125.5% | +77.3% | +48.2% | +40.9% |
| All | +103.9% | +82.8% | +21.1% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling