-73.1%
DSP vs VOO
+110.1%
-183.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.2% |
| 7D | -2.3% | -0.4% | -1.9% | -1.7% |
| 30D | -9.0% | -1.4% | -7.6% | -7.1% |
| 3M | +7.9% | +3.7% | +4.2% | +2.6% |
| 6M | +26.7% | +13.0% | +13.6% | +5.7% |
| YTD | +6.5% | +12.4% | -6.0% | -10.0% |
| 1Y | +26.2% | +18.6% | +7.6% | -0.9% |
| 3Y | +93.1% | +78.1% | +15.0% | -11.3% |
| 5Y | -6.6% | +82.3% | -88.9% | -54.9% |
| All | -73.1% | +110.1% | -183.3% | -90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling