+1,069.4%
DSGX vs VOO
+807.8%
+261.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.4% |
| 7D | -6.4% | -0.4% | -6.1% | -6.1% |
| 30D | -8.2% | -1.4% | -6.8% | -7.1% |
| 3M | -1.8% | +3.7% | -5.5% | -5.0% |
| 6M | +1.6% | +13.0% | -11.4% | -8.6% |
| YTD | -16.2% | +12.4% | -28.7% | -24.4% |
| 1Y | -31.3% | +18.6% | -49.9% | -40.8% |
| 3Y | -1.8% | +78.1% | -79.8% | -39.0% |
| 5Y | -11.7% | +82.3% | -94.0% | -46.1% |
| 10Y | +255.3% | +322.5% | -67.2% | +12.9% |
| All | +1,069.4% | +807.8% | +261.6% | +95.7% |
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