+105.9%
DTCR vs VOO
+151.8%
-45.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | -0.8% | -2.0% | +1.2% | +1.1% |
| 30D | -1.1% | -1.7% | +0.6% | +0.5% |
| 3M | -7.4% | +4.7% | -12.1% | -11.1% |
| 6M | +9.7% | +12.6% | -2.8% | -1.1% |
| YTD | +31.8% | +11.8% | +20.0% | +19.6% |
| 1Y | +46.0% | +17.5% | +28.5% | +26.9% |
| 3Y | +116.5% | +77.0% | +39.5% | +30.4% |
| 5Y | +67.8% | +82.6% | -14.8% | -2.2% |
| All | +105.9% | +151.8% | -45.9% | -6.3% |
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