-12.6%
DNLI vs VOO
+228.6%
-241.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -6.6% | +2.6% | -9.2% | -9.9% |
| 30D | +4.9% | -2.0% | +6.9% | +8.0% |
| 3M | -24.5% | -2.8% | -21.7% | -21.4% |
| 6M | -5.4% | +2.2% | -7.5% | -8.4% |
| YTD | +13.5% | +11.5% | +2.0% | -1.4% |
| 1Y | +9.3% | +13.5% | -4.2% | -7.4% |
| 3Y | +15.7% | +78.1% | -62.4% | -44.2% |
| 5Y | -63.1% | +73.1% | -136.2% | -81.1% |
| All | -12.6% | +228.6% | -241.2% | -81.6% |
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 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