+76.9%
VOO vs DT
+6.3%
+70.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -0.4% | -0.5% | +0.2% | -0.3% |
| 30D | -1.4% | +0.1% | -1.4% | -1.5% |
| 3M | +3.7% | +24.1% | -20.4% | -0.5% |
| 6M | +13.0% | +30.1% | -17.1% | +6.8% |
| YTD | +12.4% | +16.8% | -4.3% | +8.7% |
| 1Y | +18.6% | -0.1% | +18.7% | +18.9% |
| All | +76.9% | +6.3% | +70.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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