-65.7%
DRV vs VOO
+79.1%
-144.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.0% |
| 7D | -0.3% | +3.3% | -3.5% | +4.9% |
| 30D | -16.9% | -2.7% | -14.2% | -19.9% |
| 3M | -1.4% | -1.7% | +0.3% | -3.2% |
| 6M | -3.9% | +3.1% | -7.0% | +1.2% |
| YTD | -29.8% | +11.9% | -41.7% | -13.5% |
| 1Y | -25.6% | +12.1% | -37.7% | -8.0% |
| All | -65.7% | +79.1% | -144.8% | +103.7% |
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