-77.6%
DPST vs VOO
+314.0%
-391.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -2.1% |
| 7D | +6.6% | +0.5% | +6.1% | +4.8% |
| 30D | -8.5% | -0.9% | -7.6% | -5.6% |
| 3M | +14.9% | +3.9% | +11.0% | -1.0% |
| 6M | +40.8% | +14.5% | +26.3% | -13.4% |
| YTD | +33.6% | +13.0% | +20.7% | -12.9% |
| 1Y | +23.1% | +19.4% | +3.7% | -33.2% |
| 3Y | +136.0% | +78.9% | +57.1% | -60.4% |
| 5Y | -61.5% | +82.3% | -143.8% | -92.1% |
| 10Y | -77.6% | +314.2% | -391.8% | -99.2% |
| All | -77.6% | +314.0% | -391.6% | -99.2% |
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