+148.0%
DVLU vs VOO
+209.7%
-61.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.6% |
| 7D | +1.9% | +0.5% | +1.4% | +1.4% |
| 30D | -2.0% | -0.9% | -1.0% | -1.0% |
| 3M | +4.7% | +3.9% | +0.9% | +0.7% |
| 6M | +18.5% | +14.5% | +4.0% | +3.3% |
| YTD | +14.7% | +13.0% | +1.8% | +1.5% |
| 1Y | +29.5% | +19.4% | +10.1% | +8.5% |
| 3Y | +78.9% | +78.9% | 0.0% | +0.8% |
| 5Y | +85.2% | +82.3% | +2.9% | +2.1% |
| All | +148.0% | +209.7% | -61.7% | -18.4% |
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