-59.3%
DNLI vs VOO
+81.6%
-140.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.6% |
| 7D | -5.6% | -0.4% | -5.2% | -5.1% |
| 30D | -13.7% | -1.4% | -12.3% | -11.8% |
| 3M | +3.8% | +3.7% | 0.0% | -2.8% |
| 6M | +1.2% | +13.0% | -11.8% | -17.1% |
| YTD | +30.6% | +12.4% | +18.2% | +8.6% |
| 1Y | +40.4% | +18.6% | +21.8% | +7.1% |
| 3Y | -10.1% | +78.1% | -88.1% | -63.1% |
| 5Y | -59.3% | +82.3% | -141.6% | -83.6% |
| All | -59.3% | +81.6% | -140.9% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling