+810.9%
VOO vs DIA
+599.3%
+211.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | +2.6% | +2.1% | +0.4% | +0.5% |
| 30D | -2.0% | +1.5% | -3.5% | -3.4% |
| 3M | -2.8% | -2.4% | -0.3% | -0.5% |
| 6M | +2.2% | +6.0% | -3.8% | -3.7% |
| YTD | +11.5% | +10.1% | +1.4% | +1.2% |
| 1Y | +13.5% | +11.8% | +1.7% | +1.3% |
| 3Y | +78.1% | +59.7% | +18.4% | +11.5% |
| 5Y | +73.1% | +57.9% | +15.3% | +10.2% |
| 10Y | +310.7% | +236.2% | +74.5% | +21.2% |
| All | +810.9% | +599.3% | +211.7% | +21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling