+30.4%
DIBS vs VOO
+13.0%
+17.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.7% |
| 7D | +2.7% | -0.9% | +3.6% | +3.0% |
| 30D | +55.6% | -2.3% | +57.9% | +57.2% |
| 3M | +28.9% | -1.2% | +30.1% | +29.3% |
| 6M | +38.9% | +3.3% | +35.6% | +35.6% |
| YTD | -4.7% | +12.3% | -17.0% | -14.2% |
| 1Y | +30.4% | +12.5% | +17.9% | +17.7% |
| All | +30.4% | +13.0% | +17.4% | +17.7% |
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