-79.9%
DIBS vs VOO
+92.5%
-172.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | -5.0% | +2.6% | -7.6% | -7.3% |
| 30D | +44.8% | -2.0% | +46.8% | +46.6% |
| 3M | +18.2% | -2.8% | +20.9% | +20.5% |
| 6M | +25.7% | +2.2% | +23.5% | +21.7% |
| YTD | -4.5% | +11.5% | -16.0% | -15.5% |
| 1Y | +21.2% | +13.5% | +7.7% | +5.3% |
| 3Y | +18.7% | +78.1% | -59.4% | -36.8% |
| 5Y | -61.8% | +73.1% | -135.0% | -78.7% |
| All | -79.9% | +92.5% | -172.5% | -87.9% |
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