-59.2%
DWSN vs VOO
+812.0%
-871.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -6.1% |
| 7D | -1.7% | +0.5% | -2.3% | -2.1% |
| 30D | -21.6% | -0.9% | -20.7% | -20.8% |
| 3M | -18.4% | +3.9% | -22.3% | -20.9% |
| 6M | -6.6% | +14.5% | -21.1% | -17.0% |
| YTD | +118.6% | +13.0% | +105.6% | +97.3% |
| 1Y | +114.5% | +19.4% | +95.0% | +85.8% |
| 3Y | +94.8% | +78.9% | +15.9% | +17.9% |
| 5Y | +97.7% | +82.3% | +15.4% | +12.6% |
| 10Y | -45.2% | +314.2% | -359.4% | -88.6% |
| All | -59.2% | +812.0% | -871.2% | -96.7% |
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