+106.1%
DWSN vs VOO
+18.2%
+87.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -2.2% |
| 7D | -7.9% | -0.8% | -7.2% | -6.5% |
| 30D | -23.3% | -1.1% | -22.2% | -21.4% |
| 3M | -29.3% | +3.9% | -33.2% | -33.2% |
| 6M | -22.0% | +13.6% | -35.7% | -42.2% |
| YTD | +115.4% | +12.7% | +102.7% | +63.2% |
| 1Y | +106.1% | +17.6% | +88.6% | +41.9% |
| All | +106.1% | +18.2% | +87.9% | +41.9% |
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