-64.1%
DV vs VOO
+81.6%
-145.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.4% |
| 7D | -0.1% | -0.4% | +0.2% | +0.3% |
| 30D | +0.8% | -1.4% | +2.2% | +2.5% |
| 3M | +27.7% | +3.7% | +24.0% | +21.6% |
| 6M | +23.4% | +13.0% | +10.4% | +5.1% |
| YTD | +16.5% | +12.4% | +4.1% | -0.2% |
| 1Y | -9.9% | +18.6% | -28.5% | -28.1% |
| 3Y | -56.9% | +78.1% | -135.0% | -81.2% |
| 5Y | -64.1% | +82.3% | -146.4% | -84.5% |
| All | -64.1% | +81.6% | -145.7% | -84.5% |
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