+19.3%
DNL vs VOO
+21.4%
-2.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.9% |
| 7D | -1.9% | +0.3% | -2.2% | -2.2% |
| 30D | -0.4% | +0.2% | -0.7% | -0.7% |
| 3M | +1.6% | +2.8% | -1.2% | -1.8% |
| 6M | +10.3% | +14.3% | -4.0% | -7.1% |
| YTD | +11.9% | +14.0% | -2.1% | -5.3% |
| All | +19.3% | +21.4% | -2.1% | -4.3% |
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 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