-53.1%
DTST vs VOO
+81.6%
-134.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | +4.7% | -0.4% | +5.1% | +5.0% |
| 30D | -3.1% | -1.4% | -1.7% | -2.0% |
| 3M | -4.0% | +3.7% | -7.7% | -7.2% |
| 6M | -20.3% | +13.0% | -33.3% | -28.4% |
| YTD | -39.5% | +12.4% | -51.9% | -45.4% |
| 1Y | -33.3% | +18.6% | -51.9% | -42.7% |
| 3Y | -6.1% | +78.1% | -84.1% | -38.6% |
| 5Y | -53.1% | +82.3% | -135.4% | -74.0% |
| All | -53.1% | +81.6% | -134.7% | -74.0% |
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 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