-97.2%
DNA vs VOO
+90.8%
-188.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +12.6% |
| 7D | +0.7% | -2.7% | +3.4% | +9.6% |
| 30D | -1.6% | -5.4% | +3.8% | +16.3% |
| 3M | +32.8% | -4.1% | +36.9% | +52.1% |
| 6M | +12.0% | +0.7% | +11.3% | +13.7% |
| YTD | +35.9% | +8.7% | +27.1% | +17.8% |
| 1Y | -0.1% | +11.0% | -11.0% | -17.4% |
| 3Y | -81.4% | +75.5% | -156.9% | -94.5% |
| 5Y | -98.0% | +68.4% | -166.3% | -99.3% |
| All | -97.2% | +90.8% | -188.0% | -99.1% |
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