-50.8%
DLO vs VOO
+97.4%
-148.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -2.8% |
| 7D | +0.8% | +0.5% | +0.3% | 0.0% |
| 30D | +3.8% | -0.9% | +4.7% | +5.5% |
| 3M | +30.1% | +3.9% | +26.2% | +22.3% |
| 6M | +30.9% | +14.5% | +16.4% | +5.2% |
| YTD | +7.5% | +13.0% | -5.4% | -11.1% |
| 1Y | +13.8% | +19.4% | -5.6% | -13.5% |
| 3Y | -23.9% | +78.9% | -102.8% | -73.4% |
| 5Y | -74.9% | +82.3% | -157.2% | -90.5% |
| All | -50.8% | +97.4% | -148.2% | -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 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