-84.0%
DLTH vs VOO
+315.3%
-399.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +2.8% |
| 7D | +25.4% | -0.4% | +25.8% | +26.2% |
| 30D | +14.1% | -1.4% | +15.4% | +16.1% |
| 3M | -2.8% | +3.7% | -6.5% | -6.2% |
| 6M | +108.3% | +13.0% | +95.2% | +82.7% |
| YTD | +118.3% | +12.4% | +105.8% | +93.3% |
| 1Y | +37.2% | +18.6% | +18.6% | +15.0% |
| 3Y | -26.1% | +78.1% | -104.1% | -60.0% |
| 5Y | -69.5% | +82.3% | -151.8% | -83.8% |
| 10Y | -84.0% | +322.5% | -406.5% | -96.1% |
| All | -84.0% | +315.3% | -399.3% | -96.1% |
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