+788.1%
VOO vs D
+203.0%
+585.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | -2.7% | +3.0% | -5.7% | -3.7% |
| 30D | -5.4% | +11.5% | -16.9% | -9.1% |
| 3M | -4.1% | +3.7% | -7.8% | -5.5% |
| 6M | +0.7% | +13.5% | -12.8% | -4.3% |
| YTD | +8.7% | +20.7% | -12.0% | +0.6% |
| 1Y | +11.0% | +18.2% | -7.3% | +3.3% |
| 3Y | +75.5% | +73.3% | +2.1% | +37.3% |
| 5Y | +68.4% | +12.3% | +56.1% | +56.2% |
| 10Y | +315.7% | +43.4% | +272.3% | +232.4% |
| All | +788.1% | +203.0% | +585.1% | +309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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