+159.4%
DPG vs VOO
+651.6%
-492.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | -0.9% | -0.6% | -0.3% | -0.6% |
| 30D | +7.0% | -3.6% | +10.7% | +9.7% |
| 3M | -2.0% | -2.7% | +0.7% | -0.3% |
| 6M | -2.3% | +2.2% | -4.6% | -4.4% |
| YTD | +14.6% | +10.9% | +3.7% | +5.5% |
| 1Y | +12.7% | +11.3% | +1.4% | +3.4% |
| 3Y | +101.6% | +76.9% | +24.7% | +28.2% |
| 5Y | +45.8% | +73.5% | -27.7% | -7.1% |
| 10Y | +135.5% | +307.7% | -172.2% | -16.2% |
| All | +159.4% | +651.6% | -492.2% | -25.5% |
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