+128.1%
DWSN vs VOO
+20.9%
+107.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.3% |
| 7D | +9.3% | +0.1% | +9.2% | +9.1% |
| 30D | -17.6% | +0.1% | -17.7% | -17.5% |
| 3M | -17.2% | +2.0% | -19.2% | -18.7% |
| 6M | -0.8% | +13.0% | -13.8% | -24.8% |
| YTD | +134.0% | +13.6% | +120.4% | +75.0% |
| 1Y | +128.1% | +20.1% | +108.0% | +58.0% |
| All | +128.1% | +20.9% | +107.2% | +58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling