+56.6%
DIBS vs VOO
+14.7%
+41.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.6% | +6.3% | +6.9% |
| 7D | +17.3% | -0.7% | +18.0% | +17.8% |
| 30D | +38.0% | -1.1% | +39.0% | +38.7% |
| 3M | +27.2% | -0.3% | +27.6% | +27.4% |
| 6M | +20.9% | +7.4% | +13.5% | +13.8% |
| YTD | -7.2% | +13.4% | -20.5% | -17.2% |
| 1Y | +56.6% | +14.8% | +41.8% | +35.4% |
| All | +56.6% | +14.7% | +41.9% | +35.4% |
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