+199.2%
DWM vs VOO
+777.9%
-578.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | -1.2% | -2.7% | +1.5% | +1.1% |
| 30D | -0.4% | -5.4% | +4.9% | +4.2% |
| 3M | -4.8% | -4.1% | -0.7% | -1.5% |
| 6M | -1.4% | +0.7% | -2.1% | -2.2% |
| YTD | +7.5% | +8.7% | -1.2% | 0.0% |
| 1Y | +12.6% | +11.0% | +1.7% | +2.9% |
| 3Y | +64.7% | +75.5% | -10.8% | -0.2% |
| 5Y | +59.6% | +68.4% | -8.8% | -1.0% |
| 10Y | +128.6% | +315.7% | -187.1% | -44.1% |
| All | +199.2% | +777.9% | -578.6% | -70.8% |
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 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