+115.2%
DIT vs VOO
+817.1%
-701.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -1.6% | +0.1% | -1.7% | -1.6% |
| 3M | -16.4% | +2.0% | -18.4% | -16.8% |
| 6M | -9.0% | +13.0% | -22.1% | -11.5% |
| YTD | -8.0% | +13.6% | -21.6% | -10.6% |
| 1Y | -12.5% | +20.1% | -32.5% | -16.1% |
| 3Y | -50.6% | +77.6% | -128.2% | -56.9% |
| 5Y | -32.1% | +82.4% | -114.6% | -41.5% |
| 10Y | +34.4% | +316.8% | -282.5% | -1.0% |
| All | +115.2% | +817.1% | -701.9% | +44.4% |
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