+114.5%
DVYA vs VOO
+617.0%
-502.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +0.3% | +3.3% | -3.0% | -2.1% |
| 30D | +0.3% | -2.7% | +2.9% | +2.2% |
| 3M | -0.8% | -1.7% | +1.0% | +0.3% |
| 6M | +1.5% | +3.1% | -1.6% | -1.1% |
| YTD | +17.5% | +11.9% | +5.6% | +7.6% |
| 1Y | +18.0% | +12.1% | +5.9% | +7.9% |
| 3Y | +86.2% | +78.6% | +7.6% | +18.1% |
| 5Y | +78.0% | +73.8% | +4.3% | +13.8% |
| 10Y | +95.6% | +312.3% | -216.7% | -40.1% |
| All | +114.5% | +617.0% | -502.5% | -59.6% |
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