+458.7%
DMLP vs VOO
+315.3%
+143.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | +1.3% | -0.4% | +1.6% | +1.4% |
| 30D | +11.8% | -1.4% | +13.2% | +12.6% |
| 3M | +12.9% | +3.7% | +9.2% | +10.4% |
| 6M | +18.0% | +13.0% | +4.9% | +9.5% |
| YTD | +45.8% | +12.4% | +33.4% | +35.6% |
| 1Y | +33.9% | +18.6% | +15.3% | +20.5% |
| 3Y | +42.5% | +78.1% | -35.5% | -0.7% |
| 5Y | +205.9% | +82.3% | +123.6% | +106.7% |
| 10Y | +458.7% | +322.5% | +136.2% | +94.5% |
| All | +458.7% | +315.3% | +143.4% | +94.5% |
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