+3,548.0%
DY vs VOO
+817.1%
+2,730.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -26.5% | +0.1% | -26.6% | -26.6% |
| 3M | -38.5% | +2.0% | -40.6% | -40.2% |
| 6M | -22.4% | +13.0% | -35.5% | -34.7% |
| YTD | -11.1% | +13.6% | -24.7% | -25.7% |
| 1Y | +18.2% | +20.1% | -1.9% | -8.6% |
| 3Y | +197.9% | +77.6% | +120.3% | +27.5% |
| 5Y | +324.8% | +82.4% | +242.4% | +71.2% |
| 10Y | +248.3% | +316.8% | -68.5% | -57.4% |
| All | +3,548.0% | +817.1% | +2,730.9% | +35.1% |
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