-96.9%
DNA vs VOO
+95.3%
-192.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.2% | +3.5% |
| 7D | +25.6% | +0.1% | +25.5% | +27.2% |
| 30D | -4.8% | -3.3% | -1.5% | +6.5% |
| 3M | +55.2% | -2.4% | +57.6% | +70.8% |
| 6M | +38.5% | +2.6% | +35.9% | +35.1% |
| YTD | +48.9% | +11.3% | +37.6% | +22.0% |
| 1Y | +38.2% | +13.4% | +24.8% | +8.3% |
| 3Y | -75.5% | +80.3% | -155.7% | -93.2% |
| 5Y | -97.9% | +72.7% | -170.6% | -99.3% |
| All | -96.9% | +95.3% | -192.2% | -99.0% |
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