-62.3%
DV vs VOO
+97.9%
-160.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | 0.0% | +2.6% | -2.6% | -3.0% |
| 30D | +0.4% | -2.0% | +2.4% | +2.4% |
| 3M | +2.0% | -2.8% | +4.7% | +4.7% |
| 6M | +52.7% | +2.2% | +50.5% | +47.2% |
| YTD | +18.5% | +11.5% | +7.0% | +2.2% |
| 1Y | +29.5% | +13.5% | +16.0% | +9.1% |
| 3Y | -56.2% | +78.1% | -134.3% | -80.5% |
| 5Y | -61.1% | +73.1% | -134.2% | -81.4% |
| All | -62.3% | +97.9% | -160.3% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling