+396.7%
VDC vs VOO
+817.1%
-420.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | +3.5% | +2.0% | +1.4% | +1.9% |
| 6M | -2.7% | +13.0% | -15.7% | -9.9% |
| YTD | +9.3% | +13.6% | -4.3% | +0.7% |
| 1Y | +6.2% | +20.1% | -13.8% | -5.6% |
| 3Y | +28.5% | +77.6% | -49.1% | -12.1% |
| 5Y | +36.2% | +82.4% | -46.2% | -9.6% |
| 10Y | +107.8% | +316.8% | -209.0% | -22.1% |
| All | +396.7% | +817.1% | -420.4% | +12.6% |
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