-59.8%
DRIP vs VOO
+14.7%
-74.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.6% | +11.1% | +10.8% |
| 7D | +22.6% | -0.7% | +23.3% | +23.6% |
| 30D | +6.3% | -1.1% | +7.4% | +7.6% |
| 3M | -13.0% | -0.3% | -12.7% | -12.6% |
| 6M | -8.6% | +7.4% | -16.0% | -14.7% |
| YTD | -58.7% | +13.4% | -72.1% | -63.9% |
| 1Y | -59.8% | +14.8% | -74.6% | -64.6% |
| All | -59.8% | +14.7% | -74.5% | -64.6% |
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