+176.5%
DLR vs VOO
+325.3%
-148.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.0% |
| 7D | +0.1% | -0.8% | +0.9% | +0.7% |
| 30D | -4.3% | -1.1% | -3.2% | -3.5% |
| 3M | +3.8% | +3.9% | -0.1% | +0.5% |
| 6M | +5.8% | +13.6% | -7.8% | -4.7% |
| YTD | +23.5% | +12.7% | +10.8% | +11.9% |
| 1Y | +11.1% | +17.6% | -6.5% | -2.8% |
| 3Y | +57.9% | +77.3% | -19.4% | -0.8% |
| 5Y | +44.0% | +84.1% | -40.2% | -12.5% |
| All | +176.5% | +325.3% | -148.8% | -16.6% |
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