+604.1%
DIA vs VOO
+800.4%
-196.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.1% | +2.6% | -0.4% | -0.2% |
| 30D | +1.5% | -2.0% | +3.5% | +3.3% |
| 3M | -2.4% | -2.8% | +0.4% | +0.1% |
| 6M | +6.0% | +2.2% | +3.8% | +3.7% |
| YTD | +10.1% | +11.5% | -1.4% | -0.6% |
| 1Y | +11.8% | +13.5% | -1.7% | -0.7% |
| 3Y | +59.7% | +78.1% | -18.4% | -7.2% |
| 5Y | +57.9% | +73.1% | -15.3% | -6.7% |
| 10Y | +236.2% | +310.7% | -74.5% | -12.1% |
| All | +604.1% | +800.4% | -196.3% | -8.6% |
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