+195.9%
DIVI vs VOO
+332.8%
-136.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.3% |
| 7D | +1.0% | +0.5% | +0.4% | +0.6% |
| 30D | -0.8% | -0.9% | +0.1% | -0.2% |
| 3M | +6.0% | +3.9% | +2.1% | +3.2% |
| 6M | +12.7% | +14.5% | -1.8% | +2.8% |
| YTD | +16.2% | +13.0% | +3.3% | +7.1% |
| 1Y | +24.0% | +19.4% | +4.6% | +10.0% |
| 3Y | +75.0% | +78.9% | -3.8% | +17.6% |
| 5Y | +90.2% | +82.3% | +7.9% | +25.0% |
| 10Y | +192.2% | +314.2% | -122.0% | +6.8% |
| All | +195.9% | +332.8% | -136.9% | +3.2% |
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