+304.2%
DY vs VOO
+81.6%
+222.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.6% |
| 7D | -2.2% | -0.4% | -1.8% | -1.8% |
| 30D | -27.5% | -1.4% | -26.1% | -26.4% |
| 3M | -36.0% | +3.7% | -39.7% | -38.4% |
| 6M | -19.4% | +13.0% | -32.4% | -29.1% |
| YTD | -14.0% | +12.4% | -26.5% | -23.9% |
| 1Y | +15.3% | +18.6% | -3.3% | -3.3% |
| 3Y | +196.4% | +78.1% | +118.4% | +63.6% |
| 5Y | +304.2% | +82.3% | +222.0% | +122.7% |
| All | +304.2% | +81.6% | +222.7% | +122.7% |
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 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