+49.0%
DYN vs VOO
+82.6%
-33.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.1% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -7.2% | +0.1% | -7.3% | -7.3% |
| 3M | +31.9% | +2.0% | +29.9% | +27.5% |
| 6M | +59.4% | +13.0% | +46.4% | +32.1% |
| YTD | +24.1% | +13.6% | +10.5% | +2.2% |
| 1Y | +83.4% | +20.1% | +63.3% | +39.7% |
| 3Y | +106.3% | +77.6% | +28.7% | -6.9% |
| All | +49.0% | +82.6% | -33.5% | -27.3% |
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