+85.1%
DIV vs VOO
+497.6%
-412.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | -2.2% | -2.7% | +0.5% | -0.4% |
| 30D | +0.9% | -5.4% | +6.3% | +4.7% |
| 3M | -2.2% | -4.1% | +1.9% | +0.4% |
| 6M | +1.5% | +0.7% | +0.7% | +0.4% |
| YTD | +15.3% | +8.7% | +6.5% | +7.8% |
| 1Y | +17.9% | +11.0% | +7.0% | +8.7% |
| 3Y | +43.9% | +75.5% | -31.6% | -6.3% |
| 5Y | +28.7% | +68.4% | -39.6% | -14.7% |
| 10Y | +58.8% | +315.7% | -256.8% | -46.0% |
| All | +85.1% | +497.6% | -412.5% | -51.4% |
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