+127.2%
DJP vs VOO
+325.3%
-198.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -1.8% |
| 7D | +1.7% | -0.8% | +2.5% | +2.0% |
| 30D | +7.6% | -1.1% | +8.7% | +7.9% |
| 3M | +13.6% | +3.9% | +9.8% | +12.3% |
| 6M | +12.3% | +13.6% | -1.4% | +7.9% |
| YTD | +39.8% | +12.7% | +27.1% | +34.6% |
| 1Y | +51.7% | +17.6% | +34.1% | +44.1% |
| 3Y | +60.4% | +77.3% | -16.9% | +33.3% |
| 5Y | +87.4% | +84.1% | +3.3% | +52.4% |
| All | +127.2% | +325.3% | -198.1% | +42.1% |
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