+241.9%
DRS vs VOO
+80.3%
+161.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | -1.9% | -2.0% | +0.1% | -0.2% |
| 30D | -18.5% | -1.7% | -16.9% | -17.3% |
| 3M | -21.1% | +4.7% | -25.8% | -24.5% |
| 6M | -21.3% | +12.6% | -33.9% | -29.4% |
| YTD | +7.2% | +11.8% | -4.6% | -3.1% |
| 1Y | -11.0% | +17.5% | -28.5% | -22.9% |
| 3Y | +118.6% | +77.0% | +41.6% | +37.3% |
| 5Y | +241.9% | +82.6% | +159.3% | +111.1% |
| All | +241.9% | +80.3% | +161.6% | +111.1% |
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