+98.0%
DSX vs VOO
+325.3%
-227.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.9% |
| 7D | -1.3% | -0.8% | -0.6% | -0.6% |
| 30D | +25.3% | -1.1% | +26.3% | +26.5% |
| 3M | +24.7% | +3.9% | +20.8% | +20.3% |
| 6M | +23.2% | +13.6% | +9.6% | +9.4% |
| YTD | +81.1% | +12.7% | +68.4% | +62.5% |
| 1Y | +60.8% | +17.6% | +43.2% | +38.9% |
| 3Y | -4.2% | +77.3% | -81.5% | -45.2% |
| 5Y | -7.4% | +84.1% | -91.6% | -49.4% |
| All | +98.0% | +325.3% | -227.3% | -65.7% |
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