-6.8%
DLX vs VOO
+75.1%
-82.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -1.4% |
| 7D | +13.3% | -0.9% | +14.2% | +13.3% |
| 30D | +15.8% | -2.3% | +18.2% | +17.4% |
| 3M | +12.7% | -1.2% | +13.9% | +12.8% |
| 6M | +5.5% | +3.3% | +2.1% | +0.2% |
| YTD | +23.2% | +12.3% | +10.9% | +6.7% |
| 1Y | +35.4% | +12.5% | +22.9% | +16.9% |
| 3Y | +76.0% | +79.2% | -3.2% | -7.9% |
| 5Y | -6.8% | +75.7% | -82.5% | -51.8% |
| All | -6.8% | +75.1% | -82.0% | -51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling