+517.8%
DVY vs VOO
+802.4%
-284.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -2.0% | -2.0% | 0.0% | -0.4% |
| 30D | -0.5% | -1.7% | +1.1% | +0.8% |
| 3M | +4.4% | +4.7% | -0.3% | +0.3% |
| 6M | +8.4% | +12.6% | -4.2% | -2.2% |
| YTD | +16.4% | +11.8% | +4.6% | +5.6% |
| 1Y | +18.7% | +17.5% | +1.2% | +3.2% |
| 3Y | +61.4% | +77.0% | -15.6% | -1.5% |
| 5Y | +65.5% | +82.6% | -17.1% | -3.1% |
| 10Y | +172.4% | +320.0% | -147.6% | -21.5% |
| All | +517.8% | +802.4% | -284.5% | -6.7% |
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