+23.3%
DIAL vs VOO
+245.7%
-222.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.3% | +0.5% | -0.3% | +0.2% |
| 30D | -0.4% | -0.9% | +0.5% | -0.3% |
| 3M | +0.1% | +3.9% | -3.8% | -0.4% |
| 6M | 0.0% | +14.5% | -14.5% | -1.7% |
| YTD | +0.5% | +13.0% | -12.4% | -1.1% |
| 1Y | +1.8% | +19.4% | -17.7% | -0.6% |
| 3Y | +19.7% | +78.9% | -59.2% | +10.7% |
| 5Y | +1.5% | +82.3% | -80.8% | -7.0% |
| All | +23.3% | +245.7% | -222.4% | +8.2% |
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