+203.6%
VOO vs DOW
-17.0%
+220.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.4% |
| 7D | -0.8% | -1.4% | +0.6% | -0.4% |
| 30D | -1.1% | -3.9% | +2.9% | -0.1% |
| 3M | +3.9% | -12.7% | +16.6% | +7.3% |
| 6M | +13.6% | -13.7% | +27.3% | +15.9% |
| YTD | +12.7% | +28.4% | -15.7% | +0.4% |
| 1Y | +17.6% | +21.8% | -4.2% | +5.6% |
| 3Y | +77.3% | -35.7% | +113.0% | +92.6% |
| 5Y | +84.1% | -36.8% | +121.0% | +98.3% |
| All | +203.6% | -17.0% | +220.6% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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