+37.7%
DMO vs VOO
+325.3%
-287.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | -4.5% | -1.1% | -3.5% | -4.1% |
| 3M | -4.2% | +3.9% | -8.1% | -5.7% |
| 6M | -2.1% | +13.6% | -15.7% | -7.0% |
| YTD | -2.3% | +12.7% | -15.0% | -6.9% |
| 1Y | -5.5% | +17.6% | -23.1% | -11.5% |
| 3Y | +36.7% | +77.3% | -40.6% | +6.7% |
| 5Y | +14.0% | +84.1% | -70.1% | -13.6% |
| All | +37.7% | +325.3% | -287.6% | -33.6% |
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