+83.7%
VOO vs DTE
+30.3%
+53.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.2% |
| 7D | -0.8% | -2.6% | +1.8% | -0.1% |
| 30D | -1.1% | -4.4% | +3.3% | +0.1% |
| 3M | +3.9% | -8.3% | +12.2% | +6.2% |
| 6M | +13.6% | -8.1% | +21.7% | +15.8% |
| YTD | +12.7% | +4.4% | +8.3% | +10.3% |
| 1Y | +17.6% | +0.2% | +17.4% | +16.5% |
| 3Y | +77.3% | +42.6% | +34.7% | +53.5% |
| All | +83.7% | +30.3% | +53.4% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 5y: compounded portfolio wealth divided by compounded DTE 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…
5y analysis · Full analysis span regression · 6 months rolling