+327.7%
DSGR vs VOO
+325.3%
+2.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.8% |
| 7D | +0.3% | -0.8% | +1.0% | +1.0% |
| 30D | -0.2% | -1.1% | +0.9% | +0.8% |
| 3M | +25.5% | +3.9% | +21.6% | +20.3% |
| 6M | +68.6% | +13.6% | +55.0% | +47.9% |
| YTD | +26.9% | +12.7% | +14.2% | +12.3% |
| 1Y | +10.1% | +17.6% | -7.5% | -6.5% |
| 3Y | +34.0% | +77.3% | -43.3% | -23.6% |
| 5Y | +37.7% | +84.1% | -46.5% | -25.2% |
| All | +327.7% | +325.3% | +2.4% | +3.3% |
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