+817.5%
VOO vs DRI
+868.4%
-50.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | -2.3% | +14.7% | -17.0% | -6.0% |
| 3M | -1.2% | +5.4% | -6.6% | -2.9% |
| 6M | +3.3% | +18.8% | -15.5% | -2.2% |
| YTD | +12.3% | +28.4% | -16.0% | +3.5% |
| 1Y | +12.5% | +37.7% | -25.2% | +1.5% |
| 3Y | +79.2% | +68.0% | +11.2% | +50.4% |
| 5Y | +75.7% | +78.8% | -3.1% | +43.2% |
| 10Y | +313.7% | +334.2% | -20.5% | +140.4% |
| All | +817.5% | +868.4% | -50.9% | +287.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling