+63.9%
DSEP vs VOO
+156.8%
-93.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +2.6% | +2.0% | +0.6% | +1.7% |
| 6M | +7.7% | +13.0% | -5.3% | +2.2% |
| YTD | +8.2% | +13.6% | -5.4% | +2.5% |
| 1Y | +10.9% | +20.1% | -9.2% | +2.5% |
| 3Y | +38.8% | +77.6% | -38.7% | +9.0% |
| 5Y | +50.3% | +82.4% | -32.2% | +15.2% |
| All | +63.9% | +156.8% | -93.0% | +11.5% |
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