+233.7%
DIM vs VOO
+817.1%
-583.4%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +6.3% | +2.0% | +4.3% | +4.4% |
| 6M | +7.5% | +13.0% | -5.5% | -3.0% |
| YTD | +14.5% | +13.6% | +0.9% | +2.8% |
| 1Y | +21.5% | +20.1% | +1.5% | +4.1% |
| 3Y | +72.0% | +77.6% | -5.6% | +4.4% |
| 5Y | +54.9% | +82.4% | -27.5% | -9.3% |
| 10Y | +124.9% | +316.8% | -192.0% | -41.0% |
| All | +233.7% | +817.1% | -583.4% | -63.8% |
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