+412.9%
DMLP vs VOO
+817.1%
-404.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.1% |
| 7D | +2.0% | +0.1% | +1.8% | +1.9% |
| 30D | +14.5% | +0.1% | +14.4% | +14.4% |
| 3M | +8.9% | +2.0% | +6.9% | +7.3% |
| 6M | +17.3% | +13.0% | +4.3% | +8.4% |
| YTD | +43.6% | +13.6% | +30.0% | +32.2% |
| 1Y | +29.8% | +20.1% | +9.8% | +15.4% |
| 3Y | +43.5% | +77.6% | -34.1% | -1.1% |
| 5Y | +208.8% | +82.4% | +126.4% | +105.9% |
| 10Y | +457.7% | +316.8% | +140.9% | +113.5% |
| All | +412.9% | +817.1% | -404.1% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling