+37.0%
DMAY vs VOO
+75.5%
-38.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -1.5% | -2.7% | +1.2% | -0.1% |
| 30D | -2.8% | -5.4% | +2.6% | 0.0% |
| 3M | -1.7% | -4.1% | +2.4% | +0.5% |
| 6M | +0.7% | +0.7% | 0.0% | +0.2% |
| YTD | +4.0% | +8.7% | -4.7% | -0.8% |
| 1Y | +5.9% | +11.0% | -5.1% | -0.1% |
| 3Y | +37.0% | +75.5% | -38.5% | +3.2% |
| All | +37.0% | +75.5% | -38.5% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling