-10.7%
DSGN vs VOO
+82.8%
-93.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -2.4% |
| 7D | -3.4% | -0.8% | -2.6% | -2.3% |
| 30D | -0.2% | -1.1% | +0.9% | +1.2% |
| 3M | +38.9% | +3.9% | +35.0% | +31.1% |
| 6M | +46.2% | +13.6% | +32.5% | +20.4% |
| YTD | +56.0% | +12.7% | +43.3% | +29.9% |
| 1Y | +145.5% | +17.6% | +127.9% | +93.2% |
| 3Y | +447.9% | +77.3% | +370.6% | +130.2% |
| All | -10.7% | +82.8% | -93.5% | -57.0% |
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