-79.8%
DWSN vs VOO
+800.4%
-880.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.4% | +10.8% | +10.8% |
| 7D | +3.0% | +2.6% | +0.5% | +0.5% |
| 30D | -28.4% | -2.0% | -26.4% | -27.1% |
| 3M | -62.9% | -2.8% | -60.2% | -62.0% |
| 6M | -50.4% | +2.2% | -52.6% | -51.2% |
| YTD | +8.3% | +11.5% | -3.2% | -1.2% |
| 1Y | -15.9% | +13.5% | -29.4% | -24.4% |
| 3Y | +17.1% | +78.1% | -61.0% | -29.0% |
| 5Y | -15.1% | +73.1% | -88.2% | -48.9% |
| 10Y | -73.0% | +310.7% | -383.7% | -94.4% |
| All | -79.8% | +800.4% | -880.2% | -98.3% |
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