+87.8%
DT vs VOO
+182.7%
-94.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +3.1% | +2.6% | +0.6% | 0.0% |
| 30D | -29.5% | -2.0% | -27.6% | -27.8% |
| 3M | -11.7% | -2.8% | -9.0% | -8.7% |
| 6M | +29.0% | +2.2% | +26.8% | +25.5% |
| YTD | +3.4% | +11.5% | -8.2% | -9.9% |
| 1Y | -4.2% | +13.5% | -17.7% | -18.3% |
| 3Y | -12.8% | +78.1% | -90.9% | -58.0% |
| 5Y | -39.6% | +73.1% | -112.7% | -69.0% |
| All | +87.8% | +182.7% | -94.9% | -43.3% |
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