+120.3%
DIEM vs VOO
+316.6%
-196.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.8% |
| 7D | -2.5% | -2.7% | +0.2% | -0.5% |
| 30D | -10.7% | -5.4% | -5.4% | -6.9% |
| 3M | -6.0% | -4.1% | -2.0% | -3.0% |
| 6M | -6.3% | +0.7% | -7.1% | -6.3% |
| YTD | +16.9% | +8.7% | +8.2% | +11.0% |
| 1Y | +19.6% | +11.0% | +8.6% | +11.9% |
| 3Y | +84.4% | +75.5% | +8.9% | +24.5% |
| 5Y | +59.0% | +68.4% | -9.4% | +9.5% |
| 10Y | +113.8% | +315.7% | -201.9% | -20.4% |
| All | +120.3% | +316.6% | -196.4% | -17.0% |
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