+31.0%
DIVP vs VOO
+51.2%
-20.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +1.3% | -0.6% | +1.9% | +1.5% |
| 30D | +6.5% | -3.6% | +10.1% | +8.0% |
| 3M | +2.1% | -2.7% | +4.9% | +3.2% |
| 6M | +8.6% | +2.2% | +6.3% | +7.2% |
| YTD | +14.9% | +10.9% | +4.0% | +9.0% |
| 1Y | +20.1% | +11.3% | +8.8% | +13.7% |
| All | +31.0% | +51.2% | -20.3% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling