+161.7%
DPG vs VOO
+669.8%
-508.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -2.2% | +0.1% | -2.2% | -2.2% |
| 3M | +1.4% | +2.0% | -0.6% | -0.3% |
| 6M | -0.8% | +13.0% | -13.8% | -9.6% |
| YTD | +15.7% | +13.6% | +2.1% | +4.9% |
| 1Y | +19.9% | +20.1% | -0.2% | +4.2% |
| 3Y | +90.0% | +77.6% | +12.4% | +20.9% |
| 5Y | +46.1% | +82.4% | -36.3% | -10.2% |
| 10Y | +107.0% | +316.8% | -209.9% | -27.3% |
| All | +161.7% | +669.8% | -508.1% | -26.0% |
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