-49.5%
DIPS vs VOO
+37.7%
-87.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.0% |
| 7D | +6.1% | -2.7% | +8.8% | +2.0% |
| 30D | +17.7% | -5.4% | +23.1% | +8.7% |
| 3M | +9.3% | -4.1% | +13.4% | +3.5% |
| 6M | +2.3% | +0.7% | +1.6% | +5.3% |
| YTD | -4.1% | +8.7% | -12.9% | +11.8% |
| 1Y | +1.5% | +11.0% | -9.4% | +22.6% |
| All | -49.5% | +37.7% | -87.2% | -4.2% |
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 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