+169.2%
DLX vs VOO
+803.9%
-634.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | -3.6% | +3.3% | -6.9% | -7.3% |
| 30D | +15.5% | -2.7% | +18.2% | +17.8% |
| 3M | +13.8% | -1.7% | +15.5% | +14.6% |
| 6M | +8.1% | +3.1% | +5.0% | +2.0% |
| YTD | +23.9% | +11.9% | +12.0% | +5.6% |
| 1Y | +35.5% | +12.1% | +23.4% | +15.2% |
| 3Y | +77.0% | +78.6% | -1.6% | -14.0% |
| 5Y | -6.3% | +73.8% | -80.1% | -53.0% |
| 10Y | -39.1% | +312.3% | -351.4% | -90.1% |
| All | +169.2% | +803.9% | -634.6% | -87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling