+37.2%
DLTH vs VOO
+18.9%
+18.3%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.7% | +3.1% |
| 7D | +25.4% | -0.4% | +25.8% | +26.6% |
| 30D | +14.1% | -1.4% | +15.4% | +17.1% |
| 3M | -2.8% | +3.7% | -6.5% | -8.0% |
| 6M | +108.3% | +13.0% | +95.2% | +70.7% |
| YTD | +118.3% | +12.4% | +105.8% | +81.6% |
| 1Y | +37.2% | +18.6% | +18.6% | +6.0% |
| All | +37.2% | +18.9% | +18.3% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling