+3.9%
DNLI vs VOO
+234.6%
-230.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.8% |
| 7D | -7.2% | +0.1% | -7.3% | -7.3% |
| 30D | -8.8% | +0.1% | -8.8% | -8.8% |
| 3M | +10.6% | +2.0% | +8.6% | +7.1% |
| 6M | +9.4% | +13.0% | -3.7% | -7.3% |
| YTD | +34.9% | +13.6% | +21.4% | +14.1% |
| 1Y | +50.6% | +20.1% | +30.6% | +18.2% |
| 3Y | -4.4% | +77.6% | -82.0% | -53.9% |
| 5Y | -59.1% | +82.4% | -141.6% | -80.4% |
| All | +3.9% | +234.6% | -230.8% | -78.7% |
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