+457.7%
DIG vs VOO
+80.3%
+377.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | +0.9% | -2.0% | +2.9% | +3.3% |
| 30D | +12.9% | -1.7% | +14.6% | +15.0% |
| 3M | +22.6% | +4.7% | +17.8% | +14.4% |
| 6M | +32.3% | +12.6% | +19.8% | +10.7% |
| YTD | +100.6% | +11.8% | +88.8% | +68.8% |
| 1Y | +102.9% | +17.5% | +85.4% | +58.7% |
| 3Y | +72.0% | +77.0% | -4.9% | -22.6% |
| 5Y | +457.7% | +82.6% | +375.2% | +141.2% |
| All | +457.7% | +80.3% | +377.4% | +141.2% |
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 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