-84.1%
DIBS vs VOO
+94.1%
-178.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.8% |
| 7D | -1.5% | -0.4% | -1.2% | -1.1% |
| 30D | -0.7% | -1.4% | +0.7% | +0.7% |
| 3M | +12.7% | +3.7% | +9.0% | +8.4% |
| 6M | -17.5% | +13.0% | -30.5% | -27.3% |
| YTD | -24.4% | +12.4% | -36.8% | -33.1% |
| 1Y | +56.7% | +18.6% | +38.2% | +32.1% |
| 3Y | +5.8% | +78.1% | -72.2% | -43.1% |
| 5Y | -72.5% | +82.3% | -154.8% | -85.3% |
| All | -84.1% | +94.1% | -178.2% | -90.4% |
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 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