-21.2%
DLTH vs VOO
+78.4%
-99.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.7% | -5.3% |
| 7D | -12.8% | +0.1% | -12.9% | -12.8% |
| 30D | -2.1% | -3.3% | +1.3% | +2.3% |
| 3M | -8.6% | -2.4% | -6.2% | -5.6% |
| 6M | +17.2% | +2.6% | +14.6% | +14.0% |
| YTD | +83.7% | +11.3% | +72.4% | +61.7% |
| 1Y | +38.4% | +13.4% | +25.0% | +19.1% |
| 3Y | -21.2% | +80.3% | -101.5% | -59.8% |
| All | -21.2% | +78.4% | -99.7% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling