-22.1%
DLB vs VOO
+74.6%
-96.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -0.4% | +3.3% | -3.6% | -2.8% |
| 30D | +10.7% | -2.7% | +13.4% | +12.8% |
| 3M | +5.2% | -1.7% | +7.0% | +6.4% |
| 6M | +17.3% | +3.1% | +14.2% | +14.1% |
| YTD | +2.4% | +11.9% | -9.6% | -6.7% |
| 1Y | -1.1% | +12.1% | -13.2% | -10.1% |
| 3Y | -21.7% | +78.6% | -100.3% | -51.0% |
| 5Y | -22.1% | +73.8% | -95.9% | -50.8% |
| All | -22.1% | +74.6% | -96.7% | -50.8% |
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