-47.7%
DRV vs VOO
+81.6%
-129.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +2.3% |
| 7D | +2.3% | -0.4% | +2.7% | +1.6% |
| 30D | +7.7% | -1.4% | +9.0% | +4.7% |
| 3M | +8.7% | +3.7% | +4.9% | +16.6% |
| 6M | -7.4% | +13.0% | -20.4% | +21.6% |
| YTD | -22.9% | +12.4% | -35.3% | +0.3% |
| 1Y | -16.5% | +18.6% | -35.1% | +23.1% |
| 3Y | -55.5% | +78.1% | -133.6% | +110.2% |
| 5Y | -47.7% | +82.3% | -129.9% | +281.0% |
| All | -47.7% | +81.6% | -129.2% | +281.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling