-13.9%
DSX vs VOO
+72.6%
-86.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.8% |
| 7D | +1.7% | +2.6% | -0.9% | -0.4% |
| 30D | -9.8% | -2.0% | -7.9% | -8.5% |
| 3M | -3.3% | -2.8% | -0.5% | -1.2% |
| 6M | -12.8% | +2.2% | -14.9% | -14.3% |
| YTD | +45.1% | +11.5% | +33.6% | +33.4% |
| 1Y | +35.3% | +13.5% | +21.9% | +22.9% |
| 3Y | -11.8% | +78.1% | -89.9% | -43.9% |
| All | -13.9% | +72.6% | -86.5% | -41.5% |
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