-9.0%
DSX vs VOO
+80.3%
-89.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -1.7% | -2.0% | +0.3% | 0.0% |
| 30D | +24.2% | -1.7% | +25.9% | +25.9% |
| 3M | +25.8% | +4.7% | +21.1% | +21.1% |
| 6M | +21.1% | +12.6% | +8.6% | +10.1% |
| YTD | +78.1% | +11.8% | +66.3% | +63.3% |
| 1Y | +59.8% | +17.5% | +42.2% | +41.3% |
| 3Y | -7.9% | +77.0% | -84.9% | -41.9% |
| 5Y | -9.0% | +82.6% | -91.6% | -43.6% |
| All | -9.0% | +80.3% | -89.3% | -43.6% |
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