+139.9%
DON vs VOO
+314.0%
-174.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.2% |
| 7D | +0.5% | +0.5% | 0.0% | 0.0% |
| 30D | -1.4% | -0.9% | -0.5% | -0.5% |
| 3M | +4.7% | +3.9% | +0.9% | +0.8% |
| 6M | +8.2% | +14.5% | -6.3% | -5.5% |
| YTD | +12.7% | +13.0% | -0.3% | -0.3% |
| 1Y | +11.2% | +19.4% | -8.3% | -7.0% |
| 3Y | +46.1% | +78.9% | -32.8% | -18.5% |
| 5Y | +53.1% | +82.3% | -29.2% | -16.8% |
| 10Y | +139.9% | +314.2% | -174.3% | -43.9% |
| All | +139.9% | +314.0% | -174.1% | -43.9% |
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