+129.9%
DIEM vs VOO
+311.2%
-181.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.1% |
| 7D | +4.8% | +3.3% | +1.6% | +2.4% |
| 30D | -6.6% | -2.7% | -3.9% | -4.6% |
| 3M | -5.3% | -1.7% | -3.5% | -3.9% |
| 6M | -2.4% | +3.1% | -5.5% | -4.1% |
| YTD | +20.1% | +11.9% | +8.2% | +11.6% |
| 1Y | +21.0% | +12.1% | +8.9% | +12.3% |
| 3Y | +91.5% | +78.6% | +12.9% | +27.2% |
| 5Y | +61.3% | +73.8% | -12.5% | +8.3% |
| All | +129.9% | +311.2% | -181.3% | -19.2% |
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