-39.3%
DLX vs VOO
+309.6%
-349.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +0.8% | +2.6% | -1.7% | -1.9% |
| 30D | +18.1% | -2.0% | +20.1% | +19.2% |
| 3M | +11.9% | -2.8% | +14.6% | +13.9% |
| 6M | +19.7% | +2.2% | +17.5% | +14.8% |
| YTD | +24.3% | +11.5% | +12.8% | +7.9% |
| 1Y | +37.9% | +13.5% | +24.4% | +17.3% |
| 3Y | +78.9% | +78.1% | +0.8% | -7.1% |
| 5Y | -6.0% | +73.1% | -79.2% | -49.6% |
| All | -39.3% | +309.6% | -349.0% | -87.9% |
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