-46.0%
DIPS vs VOO
+40.5%
-86.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +2.9% |
| 7D | +14.6% | -0.6% | +15.2% | +13.7% |
| 30D | +22.0% | -3.6% | +25.6% | +15.6% |
| 3M | +16.3% | -2.7% | +19.0% | +12.2% |
| 6M | +13.0% | +2.2% | +10.8% | +18.7% |
| YTD | +2.5% | +10.9% | -8.4% | +22.9% |
| 1Y | +13.0% | +11.3% | +1.7% | +36.7% |
| All | -46.0% | +40.5% | -86.5% | +5.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling