+37.7%
DSGR vs VOO
+80.3%
-42.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +0.1% | -2.0% | +2.0% | +1.8% |
| 30D | -0.3% | -1.7% | +1.3% | +1.1% |
| 3M | +27.7% | +4.7% | +22.9% | +22.0% |
| 6M | +66.2% | +12.6% | +53.6% | +48.6% |
| YTD | +26.9% | +11.8% | +15.1% | +14.3% |
| 1Y | +12.4% | +17.5% | -5.2% | -3.1% |
| 3Y | +36.0% | +77.0% | -41.0% | -15.4% |
| 5Y | +37.7% | +82.6% | -44.9% | -19.5% |
| All | +37.7% | +80.3% | -42.7% | -19.5% |
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 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