+175.1%
DNL vs VOO
+812.0%
-636.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | 0.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.2% |
| 30D | -1.6% | -0.9% | -0.7% | -0.8% |
| 3M | +3.5% | +3.9% | -0.4% | 0.0% |
| 6M | +11.7% | +14.5% | -2.8% | -1.0% |
| YTD | +12.2% | +13.0% | -0.8% | +0.7% |
| 1Y | +17.5% | +19.4% | -2.0% | +0.3% |
| 3Y | +39.6% | +78.9% | -39.2% | -18.3% |
| 5Y | +19.4% | +82.3% | -62.9% | -31.8% |
| 10Y | +129.5% | +314.2% | -184.7% | -42.8% |
| All | +175.1% | +812.0% | -636.9% | -71.8% |
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