+35.2%
DLX vs VOO
+14.7%
+20.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.6% | +4.9% | +6.1% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +3.3% | -1.1% | +4.4% | +3.5% |
| 3M | -12.1% | -0.3% | -11.8% | -12.1% |
| 6M | -23.0% | +7.4% | -30.3% | -25.2% |
| YTD | +8.7% | +13.4% | -4.6% | +2.1% |
| 1Y | +35.2% | +14.8% | +20.4% | +27.4% |
| All | +35.2% | +14.7% | +20.5% | +27.4% |
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 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