+108.4%
VDC vs VOO
+321.7%
-213.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -2.6% | -2.0% | -0.7% | -1.5% |
| 30D | -2.5% | -1.7% | -0.9% | -1.6% |
| 3M | -2.6% | +4.7% | -7.3% | -5.3% |
| 6M | -2.8% | +12.6% | -15.4% | -9.6% |
| YTD | +7.2% | +11.8% | -4.5% | +0.1% |
| 1Y | +5.1% | +17.5% | -12.5% | -5.0% |
| 3Y | +27.0% | +77.0% | -50.0% | -12.1% |
| 5Y | +35.6% | +82.6% | -47.0% | -9.2% |
| All | +108.4% | +321.7% | -213.3% | -20.7% |
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 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