+251.5%
DTM vs VOO
+88.2%
+163.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.2% |
| 7D | -3.1% | -0.6% | -2.6% | -2.8% |
| 30D | -4.3% | -3.6% | -0.6% | -1.9% |
| 3M | -10.9% | -2.7% | -8.2% | -9.3% |
| 6M | -15.7% | +2.2% | -18.0% | -17.4% |
| YTD | +1.2% | +10.9% | -9.7% | -6.7% |
| 1Y | +6.2% | +11.3% | -5.2% | -2.4% |
| 3Y | +142.0% | +76.9% | +65.1% | +56.9% |
| 5Y | +201.3% | +73.5% | +127.8% | +93.6% |
| All | +251.5% | +88.2% | +163.3% | +111.8% |
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