-46.6%
DIT vs VOO
+78.5%
-125.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.3% | +2.6% | -2.9% | -0.9% |
| 30D | -0.9% | -2.0% | +1.1% | -0.5% |
| 3M | -8.5% | -2.8% | -5.7% | -7.9% |
| 6M | -22.5% | +2.2% | -24.7% | -22.9% |
| YTD | -15.4% | +11.5% | -26.9% | -17.1% |
| 1Y | -19.9% | +13.5% | -33.4% | -21.7% |
| 3Y | -46.6% | +78.1% | -124.7% | -51.2% |
| All | -46.6% | +78.5% | -125.1% | -51.2% |
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 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