-62.8%
DV vs VOO
+100.0%
-162.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.7% |
| 7D | +0.4% | -0.8% | +1.1% | +1.3% |
| 30D | +0.9% | -1.1% | +2.0% | +2.1% |
| 3M | +31.1% | +3.9% | +27.2% | +24.8% |
| 6M | +26.6% | +13.6% | +13.0% | +7.5% |
| YTD | +17.2% | +12.7% | +4.5% | +0.4% |
| 1Y | -3.9% | +17.6% | -21.5% | -22.1% |
| 3Y | -56.9% | +77.3% | -134.3% | -80.6% |
| 5Y | -62.8% | +84.1% | -146.9% | -83.4% |
| All | -62.8% | +100.0% | -162.8% | -84.1% |
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