+127.6%
DPST vs VOO
+75.5%
+52.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -1.2% |
| 7D | +0.2% | -2.7% | +2.9% | +8.4% |
| 30D | +12.8% | -5.4% | +18.2% | +31.8% |
| 3M | -18.4% | -4.1% | -14.3% | -8.8% |
| 6M | +0.4% | +0.7% | -0.3% | -5.5% |
| YTD | +20.8% | +8.7% | +12.1% | -10.5% |
| 1Y | +48.9% | +11.0% | +37.9% | +3.1% |
| 3Y | +127.6% | +75.5% | +52.2% | -73.4% |
| All | +127.6% | +75.5% | +52.1% | -73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling