-51.1%
DLO vs VOO
+97.0%
-148.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.8% |
| 7D | -4.3% | -0.8% | -3.5% | -3.0% |
| 30D | +4.1% | -1.1% | +5.1% | +6.0% |
| 3M | +20.4% | +3.9% | +16.5% | +13.1% |
| 6M | +25.8% | +13.6% | +12.2% | +2.4% |
| YTD | +6.9% | +12.7% | -5.8% | -11.4% |
| 1Y | +10.9% | +17.6% | -6.6% | -13.5% |
| 3Y | -26.1% | +77.3% | -103.5% | -73.7% |
| 5Y | -74.7% | +84.1% | -158.9% | -90.7% |
| All | -51.1% | +97.0% | -148.0% | -82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling