+240.7%
DLLL vs VOO
+23.1%
+217.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.3% | +7.7% | +6.8% |
| 7D | -42.5% | -2.7% | -39.8% | -33.3% |
| 30D | -71.0% | -5.4% | -65.6% | -60.7% |
| 3M | -54.1% | -4.1% | -50.0% | -39.5% |
| 6M | +20.9% | +0.7% | +20.2% | +40.4% |
| YTD | +279.4% | +8.7% | +270.7% | +246.7% |
| 1Y | +157.9% | +11.0% | +146.9% | +121.3% |
| All | +240.7% | +23.1% | +217.6% | +148.2% |
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