+150.1%
DIEM vs VOO
+335.3%
-185.1%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.6% |
| YTD | +32.8% | +13.6% | +19.2% | +21.9% |
| 1Y | +46.9% | +20.1% | +26.9% | +29.8% |
| 3Y | +107.7% | +77.6% | +30.2% | +38.7% |
| 5Y | +76.6% | +82.4% | -5.8% | +14.4% |
| 10Y | +133.5% | +316.8% | -183.3% | -14.4% |
| All | +150.1% | +335.3% | -185.1% | -8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling