+9.6%
DUNK vs VOO
+16.9%
-7.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.5% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | -2.7% | -1.1% | -1.6% | -1.5% |
| 3M | +12.3% | +3.9% | +8.4% | +7.9% |
| 6M | +25.0% | +13.6% | +11.4% | +8.7% |
| YTD | +11.5% | +12.7% | -1.2% | -2.0% |
| All | +9.6% | +16.9% | -7.3% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling