+126.8%
DQ vs VOO
+325.3%
-198.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.6% |
| 7D | -6.3% | -0.8% | -5.5% | -5.3% |
| 30D | -21.0% | -1.1% | -19.9% | -19.9% |
| 3M | -25.2% | +3.9% | -29.1% | -29.1% |
| 6M | -50.0% | +13.6% | -63.7% | -57.9% |
| YTD | -60.9% | +12.7% | -73.6% | -66.7% |
| 1Y | -55.4% | +17.6% | -73.0% | -63.7% |
| 3Y | -65.5% | +77.3% | -142.9% | -84.2% |
| 5Y | -81.2% | +84.1% | -165.3% | -91.7% |
| All | +126.8% | +325.3% | -198.5% | -64.4% |
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 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