+3,114.8%
DRS vs VOO
+325.3%
+2,789.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.4% |
| 7D | -1.4% | -0.8% | -0.7% | -0.8% |
| 30D | -20.0% | -1.1% | -18.9% | -19.2% |
| 3M | -27.3% | +3.9% | -31.2% | -30.0% |
| 6M | -21.5% | +13.6% | -35.2% | -30.4% |
| YTD | +6.4% | +12.7% | -6.3% | -4.7% |
| 1Y | -12.6% | +17.6% | -30.1% | -24.6% |
| 3Y | +112.1% | +77.3% | +34.8% | +27.5% |
| 5Y | +239.7% | +84.1% | +155.5% | +95.6% |
| All | +3,114.8% | +325.3% | +2,789.5% | +870.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling