+43.9%
DIV vs VOO
+75.5%
-31.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -2.2% | -2.7% | +0.5% | -1.1% |
| 30D | +0.9% | -5.4% | +6.3% | +3.1% |
| 3M | -2.2% | -4.1% | +1.9% | -0.6% |
| 6M | +1.5% | +0.7% | +0.7% | +0.8% |
| YTD | +15.3% | +8.7% | +6.5% | +10.3% |
| 1Y | +17.9% | +11.0% | +7.0% | +11.7% |
| 3Y | +43.9% | +75.5% | -31.6% | -1.0% |
| All | +43.9% | +75.5% | -31.6% | -1.0% |
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