-98.2%
DSY vs VOO
+104.8%
-203.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.7% |
| 7D | -2.1% | +0.5% | -2.6% | -2.3% |
| 30D | -19.1% | -0.9% | -18.2% | -18.8% |
| 3M | +106.7% | +3.9% | +102.8% | +102.6% |
| 6M | -1.8% | +14.5% | -16.4% | -14.4% |
| YTD | -31.9% | +13.0% | -44.8% | -39.6% |
| 1Y | -81.8% | +19.4% | -101.2% | -84.8% |
| 3Y | -98.3% | +78.9% | -177.1% | -98.8% |
| All | -98.2% | +104.8% | -203.0% | -98.7% |
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 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