+33.9%
DMLP vs VOO
+18.9%
+15.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.7% |
| 7D | +1.3% | -0.4% | +1.6% | +1.2% |
| 30D | +11.8% | -1.4% | +13.2% | +11.4% |
| 3M | +12.9% | +3.7% | +9.2% | +14.0% |
| 6M | +18.0% | +13.0% | +4.9% | +21.6% |
| YTD | +45.8% | +12.4% | +33.4% | +49.9% |
| 1Y | +33.9% | +18.6% | +15.3% | +38.0% |
| All | +33.9% | +18.9% | +15.0% | +38.0% |
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