-10.4%
DOW vs VOO
+203.6%
-214.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | -2.9% | +0.5% | -3.5% | -3.5% |
| 30D | +2.0% | -0.9% | +2.9% | +2.9% |
| 3M | -12.5% | +3.9% | -16.4% | -16.9% |
| 6M | -9.2% | +14.5% | -23.7% | -23.7% |
| YTD | +30.8% | +13.0% | +17.8% | +11.8% |
| 1Y | +29.4% | +19.4% | +10.0% | +4.0% |
| 3Y | -34.6% | +78.9% | -113.4% | -66.9% |
| 5Y | -35.9% | +82.3% | -118.2% | -68.8% |
| All | -10.4% | +203.6% | -214.0% | -75.9% |
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 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