+99.7%
DISV vs VOO
+81.7%
+18.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | 0.0% | -0.4% | +0.3% | +0.2% |
| 30D | +1.7% | -1.4% | +3.1% | +2.7% |
| 3M | +8.7% | +3.7% | +4.9% | +5.7% |
| 6M | +12.5% | +13.0% | -0.6% | +2.7% |
| YTD | +18.6% | +12.4% | +6.1% | +8.7% |
| 1Y | +29.4% | +18.6% | +10.8% | +14.0% |
| 3Y | +100.0% | +78.1% | +21.9% | +28.1% |
| All | +99.7% | +81.7% | +18.0% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling