+151.5%
DON vs VOO
+306.9%
-155.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +1.2% | -0.6% | +1.8% | +1.7% |
| 30D | +6.8% | -3.6% | +10.5% | +10.5% |
| 3M | +0.9% | -2.7% | +3.6% | +3.4% |
| 6M | +6.9% | +2.2% | +4.7% | +4.1% |
| YTD | +15.1% | +10.9% | +4.2% | +3.4% |
| 1Y | +17.2% | +11.3% | +5.9% | +4.9% |
| 3Y | +55.4% | +76.9% | -21.5% | -12.6% |
| 5Y | +48.1% | +73.5% | -25.4% | -15.5% |
| 10Y | +151.5% | +307.7% | -156.2% | -39.4% |
| All | +151.5% | +306.9% | -155.4% | -39.4% |
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 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