+29.6%
DJP vs VOO
+807.8%
-778.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +0.9% |
| 7D | +1.2% | -0.4% | +1.5% | +1.3% |
| 30D | +8.6% | -1.4% | +9.9% | +9.0% |
| 3M | +12.8% | +3.7% | +9.1% | +11.4% |
| 6M | +15.4% | +13.0% | +2.3% | +10.4% |
| YTD | +40.0% | +12.4% | +27.5% | +34.1% |
| 1Y | +52.0% | +18.6% | +33.4% | +42.9% |
| 3Y | +61.8% | +78.1% | -16.2% | +31.0% |
| 5Y | +89.4% | +82.3% | +7.2% | +50.5% |
| 10Y | +127.9% | +322.5% | -194.7% | +27.7% |
| All | +29.6% | +807.8% | -778.2% | -54.0% |
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