-99.8%
DRIP vs VOO
+340.5%
-440.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +0.6% |
| 7D | -5.2% | +0.1% | -5.3% | -5.1% |
| 30D | -25.7% | +0.1% | -25.7% | -25.8% |
| 3M | -23.4% | +2.0% | -25.4% | -21.1% |
| 6M | -36.6% | +13.0% | -49.6% | -16.8% |
| YTD | -62.0% | +13.6% | -75.6% | -49.4% |
| 1Y | -60.4% | +20.1% | -80.5% | -37.6% |
| 3Y | -60.9% | +77.6% | -138.5% | +131.9% |
| 5Y | -95.4% | +82.4% | -177.8% | -63.9% |
| 10Y | -99.6% | +316.8% | -416.4% | +104.0% |
| All | -99.8% | +340.5% | -440.3% | +108.4% |
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