-66.4%
DRIP vs VOO
+78.5%
-144.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -2.1% |
| 7D | -11.7% | +2.6% | -14.3% | -8.9% |
| 30D | +11.8% | -2.0% | +13.8% | +9.0% |
| 3M | -10.1% | -2.8% | -7.3% | -13.6% |
| 6M | -25.0% | +2.2% | -27.2% | -23.6% |
| YTD | -61.2% | +11.5% | -72.7% | -55.7% |
| 1Y | -58.4% | +13.5% | -71.9% | -50.8% |
| 3Y | -66.4% | +78.1% | -144.5% | +15.8% |
| All | -66.4% | +78.5% | -144.9% | +15.8% |
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