-100.0%
DRMA vs VOO
+81.6%
-181.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.9% |
| 7D | -5.5% | -0.4% | -5.1% | -5.3% |
| 30D | +8.0% | -1.4% | +9.4% | +9.0% |
| 3M | +0.8% | +3.7% | -2.9% | -1.6% |
| 6M | -9.0% | +13.0% | -22.1% | -15.6% |
| YTD | -47.8% | +12.4% | -60.3% | -51.5% |
| 1Y | -76.7% | +18.6% | -95.3% | -78.8% |
| 3Y | -99.3% | +78.1% | -177.3% | -99.5% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +81.6% | -181.6% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling