+98.3%
DWSN vs VOO
+81.4%
+16.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.6% |
| 7D | +3.0% | -0.4% | +3.4% | +3.3% |
| 30D | -19.1% | -1.4% | -17.8% | -18.3% |
| 3M | -19.5% | +3.7% | -23.2% | -21.1% |
| 6M | -12.3% | +13.0% | -25.3% | -18.5% |
| YTD | +119.2% | +12.4% | +106.8% | +104.9% |
| 1Y | +119.2% | +18.6% | +100.6% | +100.5% |
| 3Y | +95.4% | +78.1% | +17.3% | +56.2% |
| All | +98.3% | +81.4% | +16.9% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling