+234.4%
DIVB vs VOO
+238.6%
-4.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -3.0% | -2.0% | -1.0% | -1.3% |
| 30D | -0.2% | -1.7% | +1.5% | +1.3% |
| 3M | +12.3% | +4.7% | +7.6% | +7.6% |
| 6M | +25.7% | +12.6% | +13.1% | +12.8% |
| YTD | +28.7% | +11.8% | +16.9% | +16.2% |
| 1Y | +34.2% | +17.5% | +16.6% | +15.8% |
| 3Y | +90.2% | +77.0% | +13.2% | +12.4% |
| 5Y | +91.3% | +82.6% | +8.8% | +9.2% |
| All | +234.4% | +238.6% | -4.2% | +12.1% |
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