-62.9%
DV vs VOO
+101.6%
-164.5%
-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% | +0.5% | +0.5% |
| 7D | -0.1% | +0.1% | -0.3% | -0.3% |
| 30D | +11.4% | +0.1% | +11.4% | +11.4% |
| 3M | +26.4% | +2.0% | +24.4% | +23.1% |
| 6M | +29.2% | +13.0% | +16.2% | +10.3% |
| YTD | +16.8% | +13.6% | +3.2% | -0.8% |
| 1Y | -12.4% | +20.1% | -32.5% | -30.8% |
| 3Y | -59.2% | +77.6% | -136.8% | -81.6% |
| 5Y | -64.3% | +82.4% | -146.7% | -84.2% |
| All | -62.9% | +101.6% | -164.5% | -84.3% |
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