+778.6%
DSI vs VOO
+812.0%
-33.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +1.0% | +0.5% | +0.4% | +0.4% |
| 30D | -0.5% | -0.9% | +0.4% | +0.5% |
| 3M | +4.4% | +3.9% | +0.6% | +0.6% |
| 6M | +17.3% | +14.5% | +2.8% | +2.5% |
| YTD | +14.3% | +13.0% | +1.3% | +1.3% |
| 1Y | +21.9% | +19.4% | +2.4% | +2.2% |
| 3Y | +77.4% | +78.9% | -1.4% | -0.2% |
| 5Y | +78.0% | +82.3% | -4.3% | -1.4% |
| 10Y | +310.5% | +314.2% | -3.7% | +3.5% |
| All | +778.6% | +812.0% | -33.4% | +7.0% |
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