+85.8%
GDV vs VOO
+78.4%
+7.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.1% | +0.6% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +2.4% | -3.3% | +5.7% | +5.1% |
| 3M | -2.7% | -2.4% | -0.3% | -0.9% |
| 6M | +3.2% | +2.6% | +0.6% | +0.9% |
| YTD | +10.4% | +11.3% | -0.9% | +0.9% |
| 1Y | +16.1% | +13.4% | +2.7% | +4.5% |
| 3Y | +85.8% | +80.3% | +5.5% | +10.2% |
| All | +85.8% | +78.4% | +7.4% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling