+317.6%
VOO vs DIA
+253.8%
+63.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | -0.1% |
| 7D | -0.8% | -1.6% | +0.8% | +0.7% |
| 30D | -1.1% | -2.0% | +1.0% | +0.9% |
| 3M | +3.9% | +3.6% | +0.3% | +0.3% |
| 6M | +13.6% | +11.5% | +2.1% | +2.1% |
| YTD | +12.7% | +10.4% | +2.4% | +2.2% |
| 1Y | +17.6% | +15.6% | +2.0% | +1.9% |
| 3Y | +77.3% | +58.9% | +18.5% | +12.7% |
| 5Y | +84.1% | +65.3% | +18.8% | +13.3% |
| All | +317.6% | +253.8% | +63.8% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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