+61.3%
DSM vs VOO
+817.1%
-755.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -1.6% | +0.1% | -1.6% | -1.6% |
| 3M | -5.1% | +2.0% | -7.1% | -5.5% |
| 6M | -3.9% | +13.0% | -16.9% | -6.1% |
| YTD | -3.9% | +13.6% | -17.5% | -6.2% |
| 1Y | +6.2% | +20.1% | -13.9% | +2.6% |
| 3Y | +20.1% | +77.6% | -57.5% | +7.7% |
| 5Y | -14.6% | +82.4% | -97.1% | -24.3% |
| 10Y | +4.6% | +316.8% | -312.2% | -17.2% |
| All | +61.3% | +817.1% | -755.8% | +22.6% |
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