-72.9%
DMRA vs VOO
+82.6%
-155.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +7.9% |
| 7D | +3.7% | +0.1% | +3.5% | +3.4% |
| 30D | -2.5% | +0.1% | -2.6% | -2.6% |
| 3M | +34.7% | +2.0% | +32.7% | +30.8% |
| 6M | +1.3% | +13.0% | -11.8% | -15.2% |
| YTD | +30.6% | +13.6% | +17.1% | +8.1% |
| 1Y | +902.0% | +20.1% | +881.9% | +677.6% |
| 3Y | +103.8% | +77.6% | +26.2% | +2.7% |
| All | -72.9% | +82.6% | -155.5% | -85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling