+0.2%
DIAL vs VOO
+12.4%
-12.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +1.8% | -3.3% | +5.1% | +2.5% |
| 3M | -1.4% | -2.4% | +1.0% | -1.0% |
| 6M | -1.6% | +2.6% | -4.2% | -2.2% |
| YTD | -0.5% | +11.3% | -11.7% | -3.1% |
| All | +0.2% | +12.4% | -12.2% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling