+421.6%
DSGR vs VOO
+812.0%
-390.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.8% |
| 7D | +0.1% | +0.5% | -0.4% | -0.4% |
| 30D | -0.4% | -0.9% | +0.6% | +0.5% |
| 3M | +27.9% | +3.9% | +24.0% | +22.4% |
| 6M | +57.3% | +14.5% | +42.8% | +36.1% |
| YTD | +26.9% | +13.0% | +13.9% | +11.5% |
| 1Y | +8.6% | +19.4% | -10.8% | -9.9% |
| 3Y | +36.0% | +78.9% | -42.9% | -25.4% |
| 5Y | +32.4% | +82.3% | -49.9% | -29.7% |
| 10Y | +337.7% | +314.2% | +23.4% | -5.3% |
| All | +421.6% | +812.0% | -390.3% | -62.6% |
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