-100.0%
DVLT vs VOO
+206.4%
-306.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.4% |
| 7D | -27.6% | +0.5% | -28.1% | -27.9% |
| 30D | -32.3% | -0.9% | -31.3% | -31.9% |
| 3M | -50.0% | +3.9% | -53.9% | -51.4% |
| 6M | -69.6% | +14.5% | -84.1% | -72.3% |
| YTD | -67.7% | +13.0% | -80.6% | -70.1% |
| 1Y | -34.4% | +19.4% | -53.8% | -41.2% |
| 3Y | -99.8% | +78.9% | -178.7% | -99.9% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +206.4% | -306.4% | -100.0% |
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