+54.1%
DON vs VOO
+82.6%
-28.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | +5.0% | +2.0% | +3.0% | +3.1% |
| 6M | +6.2% | +13.0% | -6.9% | -4.7% |
| YTD | +13.5% | +13.6% | -0.1% | +1.4% |
| 1Y | +11.8% | +20.1% | -8.2% | -4.9% |
| 3Y | +43.5% | +77.6% | -34.1% | -13.8% |
| All | +54.1% | +82.6% | -28.5% | -10.8% |
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