+20.5%
DLY vs VOO
+167.9%
-147.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -0.7% | -0.8% | 0.0% | -0.5% |
| 30D | -2.5% | -1.1% | -1.4% | -2.2% |
| 3M | +1.5% | +3.9% | -2.4% | +0.2% |
| 6M | +1.5% | +13.6% | -12.1% | -2.9% |
| YTD | +0.8% | +12.7% | -11.9% | -3.3% |
| 1Y | -2.8% | +17.6% | -20.4% | -8.1% |
| 3Y | +24.2% | +77.3% | -53.2% | +1.8% |
| 5Y | +10.1% | +84.1% | -74.0% | -11.7% |
| All | +20.5% | +167.9% | -147.5% | -12.7% |
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 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