-90.6%
DDL vs VOO
+92.1%
-182.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | -4.3% | +0.5% | -4.9% | -4.9% |
| 30D | -4.3% | -0.9% | -3.4% | -3.4% |
| 3M | -8.7% | +3.9% | -12.6% | -12.8% |
| 6M | -17.6% | +14.5% | -32.1% | -29.1% |
| YTD | -11.6% | +13.0% | -24.6% | -22.8% |
| 1Y | -1.8% | +19.4% | -21.2% | -19.3% |
| 3Y | +31.0% | +78.9% | -47.9% | -33.2% |
| 5Y | -90.1% | +82.3% | -172.3% | -95.0% |
| All | -90.6% | +92.1% | -182.8% | -94.4% |
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