+32.5%
DRTS vs VOO
+112.5%
-80.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -2.5% | +2.6% | -5.1% | -3.9% |
| 30D | -0.9% | -2.0% | +1.1% | +0.5% |
| 3M | -7.7% | -2.8% | -5.0% | -6.0% |
| 6M | +38.8% | +2.2% | +36.6% | +37.7% |
| YTD | +170.3% | +11.5% | +158.8% | +157.9% |
| 1Y | +246.1% | +13.5% | +232.6% | +228.1% |
| 3Y | +331.6% | +78.1% | +253.5% | +246.3% |
| 5Y | +34.7% | +73.1% | -38.4% | +10.0% |
| All | +32.5% | +112.5% | -80.0% | +7.1% |
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 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