-9.4%
DSGX vs VOO
+82.8%
-92.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +5.8% |
| 7D | -3.7% | -0.8% | -2.9% | -2.9% |
| 30D | -2.0% | -1.1% | -1.0% | -1.0% |
| 3M | +3.4% | +3.9% | -0.5% | -0.4% |
| 6M | +10.0% | +13.6% | -3.6% | -2.9% |
| YTD | -13.3% | +12.7% | -26.0% | -22.9% |
| 1Y | -28.9% | +17.6% | -46.5% | -39.4% |
| 3Y | +2.1% | +77.3% | -75.2% | -41.2% |
| All | -9.4% | +82.8% | -92.2% | -49.1% |
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