+221.5%
DIVO vs VOO
+297.2%
-75.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | -1.3% | -0.8% | -0.6% | -0.8% |
| 30D | -0.6% | -1.1% | +0.5% | +0.1% |
| 3M | +4.8% | +3.9% | +0.9% | +2.0% |
| 6M | +6.9% | +13.6% | -6.8% | -2.5% |
| YTD | +10.8% | +12.7% | -1.9% | +1.6% |
| 1Y | +16.3% | +17.6% | -1.3% | +3.4% |
| 3Y | +57.0% | +77.3% | -20.3% | +3.4% |
| 5Y | +71.8% | +84.1% | -12.3% | +8.8% |
| All | +221.5% | +297.2% | -75.7% | +16.2% |
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 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