-77.2%
DPST vs VOO
+74.6%
-151.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -0.8% |
| 7D | +0.6% | +3.3% | -2.7% | -9.0% |
| 30D | +13.4% | -2.7% | +16.1% | +22.2% |
| 3M | -20.2% | -1.7% | -18.4% | -16.7% |
| 6M | +12.9% | +3.1% | +9.7% | -0.9% |
| YTD | +21.8% | +11.9% | +9.9% | -17.0% |
| 1Y | +40.9% | +12.1% | +28.9% | -4.1% |
| 3Y | +158.7% | +78.6% | +80.1% | -51.4% |
| 5Y | -77.2% | +73.8% | -151.0% | -93.9% |
| All | -77.2% | +74.6% | -151.8% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling