+61.9%
DIA vs VO
+65.0%
-3.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.6% | -0.1% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +1.4% | +0.5% | +0.9% | +1.0% |
| 3M | -2.7% | -1.0% | -1.7% | -1.9% |
| 6M | +6.2% | +6.4% | -0.2% | +0.8% |
| YTD | +10.1% | +13.6% | -3.5% | -1.1% |
| 1Y | +13.0% | +14.5% | -1.5% | +0.8% |
| 3Y | +61.9% | +67.2% | -5.4% | +12.5% |
| All | +61.9% | +65.0% | -3.1% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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