+464.0%
DVA vs VOO
+807.8%
-343.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.0% |
| 7D | +2.0% | -0.4% | +2.4% | +2.3% |
| 30D | -0.4% | -1.4% | +1.0% | +0.6% |
| 3M | -7.7% | +3.7% | -11.4% | -10.2% |
| 6M | +20.0% | +13.0% | +6.9% | +9.6% |
| YTD | +61.1% | +12.4% | +48.6% | +47.1% |
| 1Y | +33.9% | +18.6% | +15.3% | +17.4% |
| 3Y | +91.5% | +78.1% | +13.5% | +22.5% |
| 5Y | +41.8% | +82.3% | -40.5% | -12.3% |
| 10Y | +187.5% | +322.5% | -135.0% | -10.2% |
| All | +464.0% | +807.8% | -343.9% | -4.5% |
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 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