+56.8%
DLB vs VOO
+803.9%
-747.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -0.4% | +3.3% | -3.6% | -3.3% |
| 30D | +10.7% | -2.7% | +13.4% | +13.2% |
| 3M | +5.2% | -1.7% | +7.0% | +6.5% |
| 6M | +17.3% | +3.1% | +14.2% | +13.5% |
| YTD | +2.4% | +11.9% | -9.6% | -8.4% |
| 1Y | -1.1% | +12.1% | -13.2% | -11.7% |
| 3Y | -21.7% | +78.6% | -100.3% | -55.1% |
| 5Y | -22.1% | +73.8% | -95.9% | -54.6% |
| 10Y | +56.0% | +312.3% | -256.3% | -60.0% |
| All | +56.8% | +803.9% | -747.0% | -84.1% |
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