+56.3%
DMAY vs VOO
+185.0%
-128.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | +0.4% | +0.5% | -0.1% | +0.2% |
| 30D | -0.1% | -0.9% | +0.8% | +0.3% |
| 3M | +2.4% | +3.9% | -1.5% | +0.6% |
| 6M | +6.1% | +14.5% | -8.5% | -0.4% |
| YTD | +6.0% | +13.0% | -7.0% | +0.1% |
| 1Y | +9.1% | +19.4% | -10.3% | +0.4% |
| 3Y | +39.2% | +78.9% | -39.7% | +7.1% |
| 5Y | +40.3% | +82.3% | -42.0% | +5.2% |
| All | +56.3% | +185.0% | -128.8% | +2.3% |
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