+61.3%
DMRA vs VOO
+78.4%
-17.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | -2.5% |
| 7D | +11.4% | +0.1% | +11.4% | +11.2% |
| 30D | +14.2% | -3.3% | +17.5% | +21.1% |
| 3M | -19.6% | -2.4% | -17.2% | -16.1% |
| 6M | -0.4% | +2.6% | -3.0% | -5.3% |
| YTD | +4.6% | +11.3% | -6.7% | -15.3% |
| 1Y | +386.3% | +13.4% | +372.8% | +289.9% |
| 3Y | +61.3% | +80.3% | -19.0% | -17.8% |
| All | +61.3% | +78.4% | -17.1% | -17.8% |
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