+14.4%
DDL vs VOO
+77.4%
-63.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.6% |
| 7D | -5.3% | -0.8% | -4.5% | -4.7% |
| 30D | -8.2% | -1.1% | -7.1% | -7.4% |
| 3M | -12.7% | +3.9% | -16.5% | -15.6% |
| 6M | -20.4% | +13.6% | -34.1% | -29.1% |
| YTD | -14.1% | +12.7% | -26.8% | -22.8% |
| 1Y | -5.7% | +17.6% | -23.3% | -18.3% |
| 3Y | +14.4% | +77.3% | -62.9% | -33.1% |
| All | +14.4% | +77.4% | -63.0% | -33.1% |
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