+222.2%
DMO vs VOO
+807.8%
-585.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -1.9% | -0.4% | -1.5% | -1.8% |
| 30D | -3.6% | -1.4% | -2.2% | -3.1% |
| 3M | -2.9% | +3.7% | -6.6% | -4.2% |
| 6M | -0.6% | +13.0% | -13.7% | -4.8% |
| YTD | -1.3% | +12.4% | -13.7% | -5.3% |
| 1Y | -4.7% | +18.6% | -23.3% | -10.2% |
| 3Y | +33.4% | +78.1% | -44.7% | +7.9% |
| 5Y | +15.6% | +82.3% | -66.7% | -8.2% |
| 10Y | +36.8% | +322.5% | -285.8% | -18.6% |
| All | +222.2% | +807.8% | -585.7% | +68.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling