+63.6%
DSTX vs VOO
+123.4%
-59.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.6% |
| 7D | +0.6% | +2.6% | -1.9% | -1.3% |
| 30D | +4.1% | -2.0% | +6.1% | +5.5% |
| 3M | +0.6% | -2.8% | +3.4% | +2.6% |
| 6M | +6.2% | +2.2% | +4.0% | +4.2% |
| YTD | +15.3% | +11.5% | +3.8% | +5.9% |
| 1Y | +19.1% | +13.5% | +5.6% | +8.0% |
| 3Y | +78.0% | +78.1% | -0.1% | +13.2% |
| 5Y | +55.8% | +73.1% | -17.4% | -0.3% |
| All | +63.6% | +123.4% | -59.8% | -10.8% |
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