-80.9%
DQ vs VOO
+80.3%
-161.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.0% |
| 7D | -6.8% | -2.0% | -4.8% | -4.3% |
| 30D | -19.5% | -1.7% | -17.8% | -17.8% |
| 3M | -19.0% | +4.7% | -23.8% | -23.7% |
| 6M | -49.1% | +12.6% | -61.6% | -56.2% |
| YTD | -60.3% | +11.8% | -72.1% | -65.5% |
| 1Y | -55.6% | +17.5% | -73.2% | -63.4% |
| 3Y | -65.5% | +77.0% | -142.5% | -83.4% |
| 5Y | -80.9% | +82.6% | -163.5% | -90.4% |
| All | -80.9% | +80.3% | -161.2% | -90.4% |
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 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