-97.0%
DSS vs VOO
+81.6%
-178.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.5% |
| 7D | +35.9% | -0.4% | +36.2% | +36.5% |
| 30D | +47.1% | -1.4% | +48.4% | +48.5% |
| 3M | +49.4% | +3.7% | +45.7% | +46.4% |
| 6M | -18.5% | +13.0% | -31.5% | -24.7% |
| YTD | -19.2% | +12.4% | -31.6% | -24.8% |
| 1Y | -39.0% | +18.6% | -57.6% | -45.1% |
| 3Y | -82.2% | +78.1% | -160.3% | -89.0% |
| 5Y | -97.0% | +82.3% | -179.2% | -98.0% |
| All | -97.0% | +81.6% | -178.5% | -98.0% |
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 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