-25.0%
DYN vs VOO
+145.8%
-170.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.4% | -3.2% |
| 7D | -0.7% | -0.6% | -0.1% | +0.3% |
| 30D | +7.7% | -3.6% | +11.3% | +14.4% |
| 3M | -32.4% | -2.7% | -29.7% | -29.2% |
| 6M | +1.8% | +2.2% | -0.5% | -1.2% |
| YTD | -8.4% | +10.9% | -19.3% | -20.8% |
| 1Y | -3.2% | +11.3% | -14.5% | -16.8% |
| 3Y | +106.0% | +76.9% | +29.1% | -2.6% |
| 5Y | +24.9% | +73.5% | -48.6% | -37.0% |
| All | -25.0% | +145.8% | -170.9% | -73.6% |
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