+121.9%
DVYA vs VOO
+627.5%
-505.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.2% |
| 7D | +1.3% | +0.1% | +1.1% | +1.2% |
| 30D | +2.8% | +0.1% | +2.7% | +2.7% |
| 3M | +7.5% | +2.0% | +5.5% | +5.8% |
| 6M | +8.3% | +13.0% | -4.7% | -1.3% |
| YTD | +21.6% | +13.6% | +8.0% | +10.3% |
| 1Y | +30.6% | +20.1% | +10.5% | +13.6% |
| 3Y | +85.7% | +77.6% | +8.1% | +18.5% |
| 5Y | +77.3% | +82.4% | -5.2% | +9.0% |
| 10Y | +97.6% | +316.8% | -219.2% | -39.9% |
| All | +121.9% | +627.5% | -505.6% | -58.6% |
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 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