+147.8%
VDC vs VOO
+309.6%
-161.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +2.6% | +2.6% | 0.0% | +1.1% |
| 30D | +7.9% | -2.0% | +9.9% | +8.9% |
| 3M | +8.6% | -2.8% | +11.4% | +10.1% |
| 6M | +10.1% | +2.2% | +7.9% | +8.2% |
| YTD | +21.1% | +11.5% | +9.6% | +12.9% |
| 1Y | +22.1% | +13.5% | +8.7% | +12.6% |
| 3Y | +47.8% | +78.1% | -30.3% | +1.8% |
| 5Y | +49.4% | +73.1% | -23.8% | +3.5% |
| All | +147.8% | +309.6% | -161.8% | -7.0% |
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