+186.9%
GDV vs VOO
+315.3%
-128.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -0.6% | -0.4% | -0.2% | -0.2% |
| 30D | -2.1% | -1.4% | -0.7% | -0.8% |
| 3M | +5.7% | +3.7% | +2.0% | +1.8% |
| 6M | +10.9% | +13.0% | -2.1% | -2.0% |
| YTD | +11.5% | +12.4% | -0.9% | -1.0% |
| 1Y | +17.5% | +18.6% | -1.1% | -1.2% |
| 3Y | +75.0% | +78.1% | -3.0% | -3.4% |
| 5Y | +51.2% | +82.3% | -31.1% | -18.9% |
| 10Y | +186.9% | +322.5% | -135.7% | -33.4% |
| All | +186.9% | +315.3% | -128.5% | -33.4% |
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 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