+20.9%
DIAL vs VOO
+242.6%
-221.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | -1.2% | +3.3% | -4.4% | -1.6% |
| 30D | +0.7% | -2.7% | +3.4% | +1.1% |
| 3M | -2.1% | -1.7% | -0.4% | -1.9% |
| 6M | -1.9% | +3.1% | -5.1% | -2.4% |
| YTD | -1.4% | +11.9% | -13.3% | -2.9% |
| 1Y | -0.9% | +12.1% | -13.0% | -2.4% |
| 3Y | +18.9% | +78.6% | -59.7% | +10.1% |
| 5Y | +0.8% | +73.8% | -73.0% | -7.3% |
| All | +20.9% | +242.6% | -221.7% | +6.2% |
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