+242.3%
DLS vs VOO
+806.9%
-564.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.4% |
| 7D | -0.8% | -0.9% | +0.1% | -0.1% |
| 30D | -0.7% | -2.3% | +1.6% | +1.1% |
| 3M | -2.4% | -1.2% | -1.2% | -1.6% |
| 6M | -1.2% | +3.3% | -4.6% | -4.0% |
| YTD | +8.0% | +12.3% | -4.3% | -1.8% |
| 1Y | +12.8% | +12.5% | +0.3% | +2.4% |
| 3Y | +68.5% | +79.2% | -10.7% | +3.3% |
| 5Y | +42.0% | +75.7% | -33.7% | -12.5% |
| 10Y | +109.4% | +313.7% | -204.3% | -41.2% |
| All | +242.3% | +806.9% | -564.6% | -58.4% |
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