+256.1%
DJD vs VOO
+351.6%
-95.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.7% |
| 7D | -0.9% | +0.5% | -1.4% | -1.3% |
| 30D | -0.5% | -0.9% | +0.4% | +0.2% |
| 3M | +4.9% | +3.9% | +1.0% | +1.7% |
| 6M | +8.6% | +14.5% | -6.0% | -2.5% |
| YTD | +16.0% | +13.0% | +3.1% | +5.2% |
| 1Y | +23.0% | +19.4% | +3.6% | +6.6% |
| 3Y | +66.3% | +78.9% | -12.6% | +3.3% |
| 5Y | +71.5% | +82.3% | -10.8% | +3.5% |
| 10Y | +217.3% | +314.2% | -96.9% | 0.0% |
| All | +256.1% | +351.6% | -95.4% | +7.6% |
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