+23.8%
DTW vs VOO
+232.5%
-208.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -2.2% | -1.1% | -1.1% | -1.8% |
| 3M | -6.9% | +3.9% | -10.8% | -8.1% |
| 6M | -9.4% | +13.6% | -23.0% | -13.2% |
| YTD | -5.1% | +12.7% | -17.8% | -8.9% |
| 1Y | -11.2% | +17.6% | -28.8% | -16.0% |
| 3Y | -3.2% | +77.3% | -80.5% | -21.1% |
| 5Y | -2.2% | +84.1% | -86.4% | -22.2% |
| All | +23.8% | +232.5% | -208.7% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling