-0.2%
DNLI vs VOO
+229.3%
-229.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | 0.0% |
| 7D | -6.1% | -2.0% | -4.2% | -3.5% |
| 30D | -13.3% | -1.7% | -11.7% | -11.3% |
| 3M | +3.8% | +4.7% | -0.9% | -3.0% |
| 6M | -0.1% | +12.6% | -12.7% | -15.0% |
| YTD | +29.6% | +11.8% | +17.9% | +12.1% |
| 1Y | +46.2% | +17.5% | +28.6% | +18.1% |
| 3Y | -10.8% | +77.0% | -87.7% | -56.7% |
| 5Y | -58.6% | +82.6% | -141.1% | -80.1% |
| All | -0.2% | +229.3% | -229.5% | -79.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling