+168.2%
DLX vs VOO
+795.4%
-627.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.9% | +2.9% |
| 7D | +20.9% | -0.6% | +21.5% | +20.4% |
| 30D | +14.9% | -3.6% | +18.6% | +18.5% |
| 3M | +10.0% | -2.7% | +12.7% | +12.1% |
| 6M | +2.6% | +2.2% | +0.3% | -2.2% |
| YTD | +23.4% | +10.9% | +12.5% | +6.4% |
| 1Y | +34.1% | +11.3% | +22.8% | +15.0% |
| 3Y | +76.3% | +76.9% | -0.6% | -13.4% |
| 5Y | -6.1% | +73.5% | -79.7% | -52.8% |
| 10Y | -36.9% | +307.7% | -344.6% | -89.6% |
| All | +168.2% | +795.4% | -627.2% | -87.7% |
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