+34.1%
DIVN vs VOO
+25.4%
+8.7%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | +0.4% |
| 7D | -1.0% | +0.1% | -1.0% | -1.0% |
| 30D | +6.4% | -3.3% | +9.7% | +7.5% |
| 3M | +6.7% | -2.4% | +9.1% | +7.4% |
| 6M | +14.2% | +2.6% | +11.6% | +12.7% |
| YTD | +24.2% | +11.3% | +13.0% | +18.3% |
| 1Y | +29.6% | +13.4% | +16.1% | +22.2% |
| All | +34.1% | +25.4% | +8.7% | +19.8% |
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