-20.5%
DIT vs VOO
+67.9%
-88.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | -0.1% | -2.7% | +2.6% | +0.7% |
| 30D | -4.2% | -5.4% | +1.2% | -2.5% |
| 3M | -9.2% | -4.1% | -5.1% | -8.0% |
| 6M | -29.9% | +0.7% | -30.7% | -30.1% |
| YTD | -15.1% | +8.7% | -23.8% | -17.2% |
| 1Y | -22.6% | +11.0% | -33.5% | -25.0% |
| 3Y | -50.2% | +75.5% | -125.6% | -59.0% |
| All | -20.5% | +67.9% | -88.3% | -27.6% |
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