+478.3%
DK vs VOO
+325.3%
+153.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.6% |
| 7D | +5.9% | -0.8% | +6.7% | +6.8% |
| 30D | +13.2% | -1.1% | +14.3% | +14.6% |
| 3M | +62.3% | +3.9% | +58.4% | +54.7% |
| 6M | +83.4% | +13.6% | +69.8% | +54.5% |
| YTD | +160.7% | +12.7% | +148.0% | +121.5% |
| 1Y | +171.4% | +17.6% | +153.8% | +119.0% |
| 3Y | +183.9% | +77.3% | +106.6% | +38.3% |
| 5Y | +452.8% | +84.1% | +368.6% | +150.3% |
| All | +478.3% | +325.3% | +153.0% | -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 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