+170.0%
DVY vs VOO
+325.3%
-155.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.3% |
| 7D | -1.2% | -0.8% | -0.4% | -0.5% |
| 30D | -0.4% | -1.1% | +0.6% | +0.4% |
| 3M | +4.2% | +3.9% | +0.4% | +0.8% |
| 6M | +9.1% | +13.6% | -4.5% | -2.3% |
| YTD | +16.8% | +12.7% | +4.1% | +5.2% |
| 1Y | +18.0% | +17.6% | +0.4% | +2.5% |
| 3Y | +61.8% | +77.3% | -15.5% | -2.2% |
| 5Y | +66.1% | +84.1% | -18.0% | -4.2% |
| All | +170.0% | +325.3% | -155.2% | -27.2% |
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