+78.1%
VOO vs DRI
+68.2%
+9.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | +2.6% | +1.1% | +1.5% | +2.4% |
| 30D | -2.0% | +9.7% | -11.7% | -3.5% |
| 3M | -2.8% | +3.2% | -5.9% | -3.4% |
| 6M | +2.2% | +20.6% | -18.4% | -1.7% |
| YTD | +11.5% | +28.3% | -16.7% | +5.4% |
| 1Y | +13.5% | +34.5% | -21.0% | +6.0% |
| 3Y | +78.1% | +66.5% | +11.6% | +59.3% |
| All | +78.1% | +68.2% | +9.9% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling