-63.8%
DRIP vs VOO
+19.5%
-83.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.8% | -3.0% |
| 7D | -1.4% | +0.5% | -2.0% | -1.8% |
| 30D | -27.3% | -0.9% | -26.3% | -26.8% |
| 3M | -28.2% | +3.9% | -32.1% | -29.6% |
| 6M | -36.1% | +14.5% | -50.6% | -40.1% |
| YTD | -63.2% | +13.0% | -76.2% | -65.7% |
| 1Y | -63.8% | +19.4% | -83.2% | -68.3% |
| All | -63.8% | +19.5% | -83.3% | -68.3% |
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