-99.8%
DRIP vs VOO
+321.6%
-421.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +1.4% |
| 7D | +35.0% | -2.7% | +37.7% | +24.9% |
| 30D | +13.9% | -5.4% | +19.3% | -3.2% |
| 3M | -12.2% | -4.1% | -8.1% | -23.0% |
| 6M | -14.1% | +0.7% | -14.9% | -16.0% |
| YTD | -56.0% | +8.7% | -64.8% | -48.9% |
| 1Y | -56.5% | +11.0% | -67.5% | -46.3% |
| 3Y | -59.1% | +75.5% | -134.5% | +135.1% |
| 5Y | -90.2% | +68.4% | -158.5% | -41.7% |
| 10Y | -99.6% | +315.7% | -415.3% | +120.4% |
| All | -99.8% | +321.6% | -421.4% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling