+256.8%
DIVB vs VOO
+237.9%
+18.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.8% | +2.6% | -0.7% | -0.4% |
| 30D | +6.4% | -2.0% | +8.4% | +8.0% |
| 3M | +5.4% | -2.8% | +8.2% | +7.6% |
| 6M | +24.5% | +2.2% | +22.3% | +21.5% |
| YTD | +37.3% | +11.5% | +25.8% | +23.8% |
| 1Y | +40.7% | +13.5% | +27.2% | +24.9% |
| 3Y | +109.5% | +78.1% | +31.4% | +22.8% |
| 5Y | +94.3% | +73.1% | +21.1% | +16.2% |
| All | +256.8% | +237.9% | +18.9% | +19.4% |
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