+225.9%
DIVO vs VOO
+300.3%
-74.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | +5.3% | +2.0% | +3.3% | +3.7% |
| 6M | +6.2% | +13.0% | -6.8% | -2.7% |
| YTD | +12.3% | +13.6% | -1.3% | +2.4% |
| 1Y | +17.9% | +20.1% | -2.1% | +3.4% |
| 3Y | +57.9% | +77.6% | -19.7% | +3.9% |
| 5Y | +70.8% | +82.4% | -11.6% | +9.0% |
| All | +225.9% | +300.3% | -74.4% | +17.2% |
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