+738.2%
DKL vs VOO
+575.6%
+162.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +2.2% | -0.4% | +2.5% | +2.4% |
| 30D | -4.5% | -1.4% | -3.1% | -3.5% |
| 3M | +11.8% | +3.7% | +8.1% | +8.1% |
| 6M | +14.3% | +13.0% | +1.2% | +2.6% |
| YTD | +35.1% | +12.4% | +22.6% | +21.7% |
| 1Y | +41.4% | +18.6% | +22.8% | +21.7% |
| 3Y | +83.9% | +78.1% | +5.8% | +9.8% |
| 5Y | +104.8% | +82.3% | +22.6% | +17.2% |
| 10Y | +448.8% | +322.5% | +126.3% | +66.1% |
| All | +738.2% | +575.6% | +162.6% | +87.7% |
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 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