-50.2%
DIT vs VOO
+75.5%
-125.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | -0.1% | -2.7% | +2.6% | +0.5% |
| 30D | -4.2% | -5.4% | +1.2% | -3.0% |
| 3M | -9.2% | -4.1% | -5.1% | -8.4% |
| 6M | -29.9% | +0.7% | -30.7% | -29.9% |
| YTD | -15.1% | +8.7% | -23.8% | -16.2% |
| 1Y | -22.6% | +11.0% | -33.5% | -23.8% |
| 3Y | -50.2% | +75.5% | -125.6% | -50.9% |
| All | -50.2% | +75.5% | -125.7% | -50.9% |
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