-64.0%
DQ vs VOO
+77.0%
-141.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.9% |
| 7D | -6.4% | -0.4% | -6.1% | -6.1% |
| 30D | -17.6% | -1.4% | -16.2% | -16.2% |
| 3M | -16.3% | +3.7% | -20.0% | -20.0% |
| 6M | -47.0% | +13.0% | -60.0% | -54.3% |
| YTD | -59.2% | +12.4% | -71.6% | -64.5% |
| 1Y | -56.6% | +18.6% | -75.2% | -64.2% |
| All | -64.0% | +77.0% | -141.0% | -83.8% |
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