+818.4%
VOO vs DTE
+497.8%
+320.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -1.4% | -0.5% | -0.8% | -1.2% |
| 3M | +3.7% | -6.0% | +9.8% | +6.2% |
| 6M | +13.0% | -7.2% | +20.2% | +16.0% |
| YTD | +12.4% | +7.2% | +5.3% | +8.2% |
| 1Y | +18.6% | +4.1% | +14.5% | +15.4% |
| 3Y | +78.1% | +46.9% | +31.2% | +45.7% |
| 5Y | +82.3% | +32.9% | +49.4% | +54.7% |
| 10Y | +322.5% | +144.5% | +178.0% | +154.2% |
| All | +818.4% | +497.8% | +320.6% | +173.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling