+397.6%
DMLP vs VOO
+795.4%
-397.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -2.5% | -0.6% | -1.9% | -2.3% |
| 30D | -4.7% | -3.6% | -1.1% | -2.8% |
| 3M | +6.8% | -2.7% | +9.5% | +8.3% |
| 6M | +14.2% | +2.2% | +11.9% | +12.1% |
| YTD | +39.3% | +10.9% | +28.4% | +29.8% |
| 1Y | +37.3% | +11.3% | +25.9% | +27.5% |
| 3Y | +35.8% | +76.9% | -41.1% | -6.3% |
| 5Y | +156.7% | +73.5% | +83.2% | +76.5% |
| 10Y | +406.8% | +307.7% | +99.1% | +96.1% |
| All | +397.6% | +795.4% | -397.8% | +18.3% |
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