+56.4%
DIV vs VOO
+315.3%
-258.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | +1.4% | -1.4% | +2.7% | +2.3% |
| 3M | +5.1% | +3.7% | +1.3% | +2.1% |
| 6M | +5.4% | +13.0% | -7.6% | -3.7% |
| YTD | +18.5% | +12.4% | +6.0% | +8.4% |
| 1Y | +19.0% | +18.6% | +0.4% | +4.7% |
| 3Y | +45.4% | +78.1% | -32.7% | -6.6% |
| 5Y | +38.1% | +82.3% | -44.2% | -14.3% |
| 10Y | +56.4% | +322.5% | -266.1% | -47.9% |
| All | +56.4% | +315.3% | -258.9% | -47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling