+134.2%
DTE vs VOO
+325.3%
-191.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.8% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | -4.4% | -1.1% | -3.3% | -3.8% |
| 3M | -8.3% | +3.9% | -12.2% | -10.6% |
| 6M | -8.1% | +13.6% | -21.7% | -15.4% |
| YTD | +4.4% | +12.7% | -8.3% | -3.6% |
| 1Y | +0.2% | +17.6% | -17.4% | -10.1% |
| 3Y | +42.6% | +77.3% | -34.7% | -4.6% |
| 5Y | +31.5% | +84.1% | -52.7% | -16.2% |
| All | +134.2% | +325.3% | -191.1% | -14.5% |
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 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