+692.2%
TDIV vs VOO
+591.2%
+101.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | +0.8% | -0.4% | +1.2% | +1.2% |
| 30D | -1.1% | -1.4% | +0.3% | +0.4% |
| 3M | -0.3% | +3.7% | -4.0% | -3.9% |
| 6M | +19.9% | +13.0% | +6.9% | +5.7% |
| YTD | +20.2% | +12.4% | +7.7% | +6.6% |
| 1Y | +24.6% | +18.6% | +6.0% | +4.8% |
| 3Y | +106.3% | +78.1% | +28.2% | +14.8% |
| 5Y | +115.9% | +82.3% | +33.7% | +17.5% |
| 10Y | +404.1% | +322.5% | +81.5% | +18.4% |
| All | +692.2% | +591.2% | +101.0% | +16.7% |
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