+79.5%
DLN vs VOO
+80.3%
-0.9%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -2.1% | -2.0% | -0.1% | -0.7% |
| 30D | -1.4% | -1.7% | +0.3% | -0.2% |
| 3M | +4.8% | +4.7% | +0.1% | +1.3% |
| 6M | +9.9% | +12.6% | -2.6% | +0.8% |
| YTD | +14.0% | +11.8% | +2.2% | +5.0% |
| 1Y | +18.3% | +17.5% | +0.8% | +5.0% |
| 3Y | +65.7% | +77.0% | -11.3% | +8.2% |
| 5Y | +79.5% | +82.6% | -3.1% | +12.0% |
| All | +79.5% | +80.3% | -0.9% | +12.0% |
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