+118.4%
DIEM vs VOO
+317.9%
-199.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +1.4% |
| 7D | +0.2% | +0.1% | +0.2% | +0.3% |
| 30D | -7.3% | -3.3% | -4.0% | -4.9% |
| 3M | -4.0% | -2.4% | -1.6% | -2.1% |
| 6M | -4.5% | +2.6% | -7.1% | -5.8% |
| YTD | +20.5% | +11.3% | +9.2% | +12.4% |
| 1Y | +23.5% | +13.4% | +10.1% | +13.7% |
| 3Y | +93.6% | +80.3% | +13.4% | +27.8% |
| 5Y | +62.8% | +72.7% | -9.9% | +9.8% |
| 10Y | +118.4% | +310.0% | -191.6% | -23.9% |
| All | +118.4% | +317.9% | -199.5% | -23.9% |
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