-98.1%
DNA vs VOO
+72.6%
-170.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.1% |
| 7D | -14.9% | +2.6% | -17.5% | -20.6% |
| 30D | -16.7% | -2.0% | -14.7% | -10.3% |
| 3M | +32.7% | -2.8% | +35.5% | +46.9% |
| 6M | +11.9% | +2.2% | +9.7% | +9.4% |
| YTD | +15.6% | +11.5% | +4.1% | -7.0% |
| 1Y | +20.1% | +13.5% | +6.6% | -7.2% |
| 3Y | -81.2% | +78.1% | -159.3% | -95.0% |
| All | -98.1% | +72.6% | -170.7% | -99.4% |
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 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