+83.1%
DSMC vs VOO
+113.9%
-30.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | -0.4% | -1.4% | +1.0% | +1.0% |
| 3M | +8.0% | +3.7% | +4.3% | +4.0% |
| 6M | +16.7% | +13.0% | +3.7% | +2.8% |
| YTD | +23.2% | +12.4% | +10.7% | +9.1% |
| 1Y | +21.6% | +18.6% | +3.0% | +1.8% |
| 3Y | +46.8% | +78.1% | -31.2% | -20.1% |
| All | +83.1% | +113.9% | -30.8% | -18.9% |
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