+492.0%
DTST vs VOO
+611.0%
-119.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.2% |
| 7D | -3.3% | +0.1% | -3.4% | -3.5% |
| 30D | -6.3% | +0.1% | -6.4% | -6.4% |
| 3M | -16.1% | +2.0% | -18.2% | -18.9% |
| 6M | -26.0% | +13.0% | -39.0% | -38.9% |
| YTD | -42.2% | +13.6% | -55.8% | -52.7% |
| 1Y | -34.5% | +20.1% | -54.6% | -50.9% |
| 3Y | -11.6% | +77.6% | -89.2% | -63.2% |
| 5Y | -45.7% | +82.4% | -128.1% | -79.9% |
| 10Y | +14,700.0% | +316.8% | +14,383.2% | +3,711.5% |
| All | +492.0% | +611.0% | -119.0% | -69.3% |
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