+137.3%
DMAC vs VOO
+309.9%
-172.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.3% |
| 7D | +1.2% | -2.7% | +3.9% | +4.5% |
| 30D | +17.1% | -5.4% | +22.5% | +24.2% |
| 3M | +38.3% | -4.1% | +42.3% | +44.8% |
| 6M | +43.6% | +0.7% | +42.8% | +44.1% |
| YTD | +17.6% | +8.7% | +8.9% | +10.7% |
| 1Y | +50.5% | +11.0% | +39.5% | +39.6% |
| 3Y | +271.4% | +75.5% | +196.0% | +138.7% |
| 5Y | +101.3% | +68.4% | +32.9% | +32.9% |
| All | +137.3% | +309.9% | -172.6% | -41.6% |
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 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