-58.2%
DMRC vs VOO
+815.3%
-873.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | -0.7% |
| 7D | +1.0% | -0.7% | +1.8% | +2.1% |
| 30D | +43.0% | -1.1% | +44.0% | +45.5% |
| 3M | +17.7% | -0.3% | +18.0% | +18.4% |
| 6M | +6.3% | +7.4% | -1.0% | -3.6% |
| YTD | +32.9% | +13.4% | +19.6% | +11.4% |
| 1Y | -6.0% | +14.8% | -20.8% | -22.4% |
| 3Y | -69.1% | +83.3% | -152.4% | -86.4% |
| 5Y | -82.6% | +76.1% | -158.7% | -91.5% |
| 10Y | -70.8% | +333.4% | -404.2% | -95.3% |
| All | -58.2% | +815.3% | -873.4% | -97.4% |
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