+41.4%
DMLP vs VOO
+79.1%
-37.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +0.8% | +0.5% | +0.2% | +0.6% |
| 30D | +12.8% | -0.9% | +13.7% | +13.0% |
| 3M | +11.5% | +3.9% | +7.6% | +10.3% |
| 6M | +16.7% | +14.5% | +2.2% | +12.1% |
| YTD | +44.6% | +13.0% | +31.7% | +39.4% |
| 1Y | +34.9% | +19.4% | +15.4% | +27.1% |
| 3Y | +41.4% | +78.9% | -37.5% | +19.1% |
| All | +41.4% | +79.1% | -37.7% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling