+0.1%
DOW vs VOO
+199.7%
-199.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.1% |
| 7D | +5.2% | +2.6% | +2.7% | +2.3% |
| 30D | +13.2% | -2.0% | +15.2% | +15.1% |
| 3M | +10.1% | -2.8% | +12.9% | +12.5% |
| 6M | -13.1% | +2.2% | -15.2% | -16.6% |
| YTD | +46.1% | +11.5% | +34.6% | +25.7% |
| 1Y | +50.0% | +13.5% | +36.5% | +26.6% |
| 3Y | -20.2% | +78.1% | -98.3% | -59.7% |
| 5Y | -27.7% | +73.1% | -100.8% | -62.7% |
| All | +0.1% | +199.7% | -199.6% | -72.9% |
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