-61.6%
DQ vs VOO
+14.7%
-76.3%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.6% | +8.3% | +7.1% |
| 7D | +10.2% | -0.7% | +10.9% | +11.6% |
| 30D | +8.9% | -1.1% | +9.9% | +11.0% |
| 3M | -10.4% | -0.3% | -10.0% | -9.7% |
| 6M | -39.7% | +7.4% | -47.1% | -46.4% |
| YTD | -59.3% | +13.4% | -72.6% | -66.5% |
| 1Y | -61.6% | +14.8% | -76.4% | -69.3% |
| All | -61.6% | +14.7% | -76.3% | -69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling