+170.7%
DY vs VOO
+79.1%
+91.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +16.8% | +3.3% | +13.6% | +12.3% |
| 30D | -16.5% | -2.7% | -13.8% | -13.2% |
| 3M | -45.1% | -1.7% | -43.3% | -43.7% |
| 6M | -47.5% | +3.1% | -50.7% | -49.2% |
| YTD | -33.3% | +11.9% | -45.3% | -41.2% |
| 1Y | -23.8% | +12.1% | -35.9% | -32.8% |
| All | +170.7% | +79.1% | +91.6% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling