-55.4%
DRV vs VOO
+77.0%
-132.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +2.5% |
| 7D | +2.3% | -0.4% | +2.7% | +1.8% |
| 30D | +7.7% | -1.4% | +9.0% | +5.4% |
| 3M | +8.7% | +3.7% | +4.9% | +14.9% |
| 6M | -7.4% | +13.0% | -20.4% | +15.9% |
| YTD | -22.9% | +12.4% | -35.3% | -4.1% |
| 1Y | -16.5% | +18.6% | -35.1% | +15.5% |
| All | -55.4% | +77.0% | -132.4% | +122.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling