+9.3%
DIPS vs VOO
+12.4%
-3.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.3% | +1.1% | +6.5% |
| 7D | +9.0% | +0.1% | +9.0% | +9.2% |
| 30D | +18.0% | -3.3% | +21.3% | +12.6% |
| 3M | +14.8% | -2.4% | +17.2% | +11.4% |
| 6M | +9.3% | +2.6% | +6.7% | +14.5% |
| YTD | -0.9% | +11.3% | -12.2% | +15.8% |
| All | +9.3% | +12.4% | -3.1% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling