+138.6%
DVLU vs VOO
+205.8%
-67.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +3.4% | +2.6% | +0.9% | +0.9% |
| 30D | +0.7% | -2.0% | +2.7% | +2.6% |
| 3M | -6.6% | -2.8% | -3.8% | -4.1% |
| 6M | +5.6% | +2.2% | +3.4% | +3.0% |
| YTD | +10.4% | +11.5% | -1.1% | -1.2% |
| 1Y | +17.2% | +13.5% | +3.7% | +3.1% |
| 3Y | +78.4% | +78.1% | +0.3% | +0.8% |
| 5Y | +63.9% | +73.1% | -9.3% | -5.1% |
| All | +138.6% | +205.8% | -67.2% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling