+260.5%
DY vs VOO
+321.7%
-61.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.7% |
| 7D | +0.1% | -2.0% | +2.1% | +3.0% |
| 30D | -26.6% | -1.7% | -24.9% | -24.9% |
| 3M | -33.6% | +4.7% | -38.4% | -37.8% |
| 6M | -18.5% | +12.6% | -31.0% | -30.7% |
| YTD | -12.4% | +11.8% | -24.2% | -24.7% |
| 1Y | +14.1% | +17.5% | -3.4% | -8.4% |
| 3Y | +202.0% | +77.0% | +125.0% | +32.5% |
| 5Y | +325.6% | +82.6% | +243.0% | +75.2% |
| All | +260.5% | +321.7% | -61.3% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling