+4.3%
DT vs VOO
+77.0%
-72.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | -0.5% | -0.4% | -0.2% | -0.2% |
| 30D | +0.1% | -1.4% | +1.4% | +1.4% |
| 3M | +24.1% | +3.7% | +20.4% | +19.8% |
| 6M | +30.1% | +13.0% | +17.1% | +15.3% |
| YTD | +16.8% | +12.4% | +4.3% | +4.2% |
| 1Y | -0.1% | +18.6% | -18.7% | -15.7% |
| All | +4.3% | +77.0% | -72.6% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling