+50.5%
DLB vs VOO
+817.1%
-766.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +1.6% | +0.1% | +1.5% | +1.5% |
| 3M | +15.3% | +2.0% | +13.3% | +13.0% |
| 6M | -3.2% | +13.0% | -16.2% | -13.8% |
| YTD | -1.8% | +13.6% | -15.4% | -13.0% |
| 1Y | -12.9% | +20.1% | -33.0% | -26.8% |
| 3Y | -23.0% | +77.6% | -100.6% | -55.5% |
| 5Y | -30.7% | +82.4% | -113.1% | -61.3% |
| 10Y | +43.2% | +316.8% | -273.6% | -63.5% |
| All | +50.5% | +817.1% | -766.6% | -84.9% |
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