-99.5%
DRIP vs VOO
+317.9%
-417.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | +5.5% |
| 7D | +22.0% | +0.1% | +21.9% | +21.8% |
| 30D | +17.8% | -3.3% | +21.1% | +7.2% |
| 3M | -13.4% | -2.4% | -11.0% | -19.9% |
| 6M | -18.8% | +2.6% | -21.4% | -16.5% |
| YTD | -56.2% | +11.3% | -67.5% | -46.4% |
| 1Y | -54.9% | +13.4% | -68.4% | -41.8% |
| 3Y | -63.5% | +80.3% | -143.8% | +101.6% |
| 5Y | -89.9% | +72.7% | -162.6% | -41.2% |
| 10Y | -99.5% | +310.0% | -409.5% | +68.6% |
| All | -99.5% | +317.9% | -417.4% | +68.6% |
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 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