-98.3%
DNA vs VOO
+98.2%
-196.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +1.3% |
| 7D | +0.1% | +0.5% | -0.4% | -1.3% |
| 30D | -12.9% | -0.9% | -12.0% | -10.5% |
| 3M | -14.2% | +3.9% | -18.1% | -21.8% |
| 6M | +6.8% | +14.5% | -7.8% | -22.4% |
| YTD | -16.5% | +13.0% | -29.4% | -36.1% |
| 1Y | -38.0% | +19.4% | -57.4% | -58.2% |
| 3Y | -91.7% | +78.9% | -170.5% | -97.7% |
| 5Y | -98.3% | +82.3% | -180.5% | -99.5% |
| All | -98.3% | +98.2% | -196.5% | -99.5% |
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