-28.4%
DT vs VOO
+81.6%
-109.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | -0.5% | -0.4% | -0.2% | 0.0% |
| 30D | +0.1% | -1.4% | +1.4% | +1.9% |
| 3M | +24.1% | +3.7% | +20.4% | +18.3% |
| 6M | +30.1% | +13.0% | +17.1% | +10.5% |
| YTD | +16.8% | +12.4% | +4.3% | -0.1% |
| 1Y | -0.1% | +18.6% | -18.7% | -20.5% |
| 3Y | +6.8% | +78.1% | -71.2% | -52.9% |
| 5Y | -28.4% | +82.3% | -110.6% | -67.5% |
| All | -28.4% | +81.6% | -109.9% | -67.5% |
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