+188.1%
DVA vs VO
+197.6%
-9.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -8.8% | +3.1% | -11.9% | -10.7% |
| 30D | -3.4% | +2.2% | -5.6% | -4.9% |
| 3M | -2.6% | -2.5% | -0.1% | -1.1% |
| 6M | -11.9% | +7.0% | -18.8% | -16.1% |
| YTD | +53.6% | +14.0% | +39.7% | +39.4% |
| 1Y | +41.9% | +15.6% | +26.2% | +27.4% |
| 3Y | +97.5% | +66.2% | +31.3% | +37.0% |
| 5Y | +65.0% | +36.6% | +28.3% | +30.1% |
| All | +188.1% | +197.6% | -9.5% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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