+0.4%
DSM vs VOO
+17.3%
-16.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -2.8% | -2.0% | -0.8% | -2.3% |
| 30D | -4.5% | -1.7% | -2.8% | -4.0% |
| 3M | -7.6% | +4.7% | -12.3% | -8.8% |
| 6M | -5.6% | +12.6% | -18.2% | -9.5% |
| YTD | -6.3% | +11.8% | -18.0% | -10.1% |
| 1Y | +0.4% | +17.5% | -17.2% | -7.2% |
| All | +0.4% | +17.3% | -16.9% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling