-87.6%
DLTH vs VOO
+309.6%
-397.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +1.3% | +2.6% | -1.3% | -1.7% |
| 30D | -0.5% | -2.0% | +1.5% | +1.8% |
| 3M | -0.3% | -2.8% | +2.5% | +3.1% |
| 6M | +29.8% | +2.2% | +27.7% | +27.5% |
| YTD | +90.4% | +11.5% | +78.9% | +70.0% |
| 1Y | +34.7% | +13.5% | +21.2% | +17.9% |
| 3Y | -21.7% | +78.1% | -99.8% | -57.8% |
| 5Y | -76.0% | +73.1% | -149.2% | -86.6% |
| All | -87.6% | +309.6% | -397.2% | -96.5% |
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