+51.3%
DDLS vs VOO
+67.9%
-16.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.5% | -2.7% | +1.2% | +0.2% |
| 30D | -2.5% | -5.4% | +2.9% | +0.9% |
| 3M | -4.2% | -4.1% | -0.2% | -1.8% |
| 6M | -2.4% | +0.7% | -3.2% | -3.0% |
| YTD | +3.9% | +8.7% | -4.8% | -1.4% |
| 1Y | +9.9% | +11.0% | -1.1% | +3.0% |
| 3Y | +60.2% | +75.5% | -15.3% | +13.5% |
| All | +51.3% | +67.9% | -16.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling