-33.2%
DTST vs VOO
+72.6%
-105.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.1% |
| 7D | +8.0% | +2.6% | +5.4% | +5.5% |
| 30D | -11.5% | -2.0% | -9.5% | -9.7% |
| 3M | -20.7% | -2.8% | -17.9% | -18.4% |
| 6M | -37.6% | +2.2% | -39.7% | -38.5% |
| YTD | -44.5% | +11.5% | -56.1% | -49.4% |
| 1Y | -29.5% | +13.5% | -43.0% | -36.7% |
| 3Y | -4.4% | +78.1% | -82.5% | -36.8% |
| All | -33.2% | +72.6% | -105.8% | -62.8% |
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 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