-80.0%
DIBS vs VOO
+93.9%
-173.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -3.6% |
| 7D | +2.7% | -0.9% | +3.6% | +2.9% |
| 30D | +55.6% | -2.3% | +57.9% | +58.0% |
| 3M | +28.9% | -1.2% | +30.1% | +29.4% |
| 6M | +38.9% | +3.3% | +35.6% | +33.1% |
| YTD | -4.7% | +12.3% | -17.0% | -16.2% |
| 1Y | +30.4% | +12.5% | +17.9% | +14.5% |
| 3Y | +20.7% | +79.2% | -58.5% | -36.0% |
| 5Y | -60.6% | +75.7% | -136.3% | -78.3% |
| All | -80.0% | +93.9% | -173.9% | -88.0% |
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