+76.8%
DIEM vs VOO
+82.6%
-5.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | +4.8% | +0.1% | +4.7% | +4.7% |
| 3M | +1.1% | +2.0% | -0.9% | -0.1% |
| 6M | +21.2% | +13.0% | +8.2% | +12.0% |
| YTD | +32.8% | +13.6% | +19.2% | +22.4% |
| 1Y | +46.9% | +20.1% | +26.9% | +30.8% |
| 3Y | +107.7% | +77.6% | +30.2% | +44.1% |
| All | +76.8% | +82.6% | -5.8% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling