+54.5%
DLB vs VOO
+800.4%
-746.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -1.9% | +2.6% | -4.5% | -4.2% |
| 30D | +8.1% | -2.0% | +10.1% | +9.8% |
| 3M | +2.0% | -2.8% | +4.8% | +4.3% |
| 6M | +17.9% | +2.2% | +15.7% | +15.0% |
| YTD | +0.8% | +11.5% | -10.7% | -9.4% |
| 1Y | -1.1% | +13.5% | -14.6% | -12.7% |
| 3Y | -22.5% | +78.1% | -100.6% | -55.4% |
| 5Y | -23.3% | +73.1% | -96.4% | -55.1% |
| 10Y | +53.6% | +310.7% | -257.1% | -60.5% |
| All | +54.5% | +800.4% | -746.0% | -84.3% |
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