+78.9%
VOO vs DRI
+56.7%
+22.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | -0.2% |
| 7D | +0.5% | -1.2% | +1.8% | +0.8% |
| 30D | -0.9% | -0.4% | -0.5% | -1.0% |
| 3M | +3.9% | +9.5% | -5.6% | +1.8% |
| 6M | +14.5% | +6.5% | +8.1% | +12.7% |
| YTD | +13.0% | +18.4% | -5.5% | +8.2% |
| 1Y | +19.4% | +4.2% | +15.2% | +17.7% |
| 3Y | +78.9% | +57.1% | +21.8% | +58.6% |
| All | +78.9% | +56.7% | +22.2% | +58.6% |
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