+1.6%
DYN vs VOO
+151.8%
-150.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +27.7% |
| 6M | +59.4% | +13.0% | +46.4% | +33.1% |
| YTD | +24.1% | +13.6% | +10.5% | +3.0% |
| 1Y | +83.4% | +20.1% | +63.3% | +41.3% |
| 3Y | +106.3% | +77.6% | +28.7% | -3.8% |
| 5Y | +46.0% | +82.4% | -36.4% | -31.1% |
| All | +1.6% | +151.8% | -150.2% | -65.7% |
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 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