+149.3%
DMLP vs VOO
+72.0%
+77.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -1.0% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | -4.7% | -3.3% | -1.4% | -3.5% |
| 3M | +8.7% | -2.4% | +11.1% | +9.6% |
| 6M | +14.2% | +2.6% | +11.6% | +12.6% |
| YTD | +39.4% | +11.3% | +28.1% | +32.3% |
| 1Y | +35.2% | +13.4% | +21.7% | +27.0% |
| 3Y | +37.0% | +80.3% | -43.3% | +0.7% |
| 5Y | +149.3% | +72.7% | +76.6% | +81.2% |
| All | +149.3% | +72.0% | +77.3% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling