+37.3%
DMLP vs VOO
+12.0%
+25.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.1% |
| 7D | -2.5% | -0.6% | -1.9% | -2.5% |
| 30D | -4.7% | -3.6% | -1.1% | -5.7% |
| 3M | +6.8% | -2.7% | +9.5% | +6.1% |
| 6M | +14.2% | +2.2% | +11.9% | +16.0% |
| YTD | +39.3% | +10.9% | +28.4% | +45.9% |
| 1Y | +37.3% | +11.3% | +25.9% | +43.9% |
| All | +37.3% | +12.0% | +25.3% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling