-57.2%
DSX vs VOO
+812.0%
-869.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | +7.6% | +0.5% | +7.1% | +7.1% |
| 30D | +22.8% | -0.9% | +23.7% | +23.9% |
| 3M | +27.0% | +3.9% | +23.1% | +22.1% |
| 6M | +27.0% | +14.5% | +12.4% | +10.8% |
| YTD | +80.5% | +13.0% | +67.5% | +60.2% |
| 1Y | +67.4% | +19.4% | +48.0% | +40.7% |
| 3Y | -6.6% | +78.9% | -85.5% | -49.5% |
| 5Y | -3.2% | +82.3% | -85.5% | -49.2% |
| 10Y | +83.2% | +314.2% | -231.0% | -62.5% |
| All | -57.2% | +812.0% | -869.2% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling