-97.1%
DRV vs VOO
+309.6%
-406.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | -0.9% |
| 7D | -2.4% | +2.6% | -4.9% | +4.0% |
| 30D | -18.9% | -2.0% | -16.9% | -22.6% |
| 3M | +2.8% | -2.8% | +5.6% | -3.3% |
| 6M | -6.2% | +2.2% | -8.4% | -1.8% |
| YTD | -29.7% | +11.5% | -41.3% | -7.1% |
| 1Y | -28.5% | +13.5% | -42.0% | -1.1% |
| 3Y | -65.6% | +78.1% | -143.7% | +76.5% |
| 5Y | -47.9% | +73.1% | -121.1% | +259.3% |
| All | -97.1% | +309.6% | -406.8% | +258.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling