-35.1%
DIN vs VOO
+77.0%
-112.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.1% |
| 7D | -11.2% | -0.4% | -10.9% | -10.9% |
| 30D | -18.6% | -1.4% | -17.3% | -17.6% |
| 3M | -7.0% | +3.7% | -10.7% | -10.8% |
| 6M | -4.4% | +13.0% | -17.4% | -16.1% |
| YTD | -8.2% | +12.4% | -20.6% | -19.1% |
| 1Y | +29.5% | +18.6% | +10.9% | +7.8% |
| All | -35.1% | +77.0% | -112.0% | -61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling