+505.6%
DTE vs VOO
+812.0%
-306.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.2% |
| 7D | +0.9% | +0.5% | +0.3% | +0.6% |
| 30D | -1.9% | -0.9% | -0.9% | -1.3% |
| 3M | -3.3% | +3.9% | -7.2% | -5.7% |
| 6M | -7.1% | +14.5% | -21.7% | -14.9% |
| YTD | +8.1% | +13.0% | -4.8% | -0.3% |
| 1Y | +5.3% | +19.4% | -14.2% | -6.3% |
| 3Y | +48.2% | +78.9% | -30.7% | -0.4% |
| 5Y | +33.2% | +82.3% | -49.0% | -13.2% |
| 10Y | +137.5% | +314.2% | -176.7% | -11.4% |
| All | +505.6% | +812.0% | -306.4% | +32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling