+149.4%
DOL vs VOO
+321.7%
-172.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -2.0% | -2.0% | 0.0% | -0.6% |
| 30D | -0.9% | -1.7% | +0.7% | +0.3% |
| 3M | +5.8% | +4.7% | +1.0% | +2.2% |
| 6M | +11.2% | +12.6% | -1.3% | +2.1% |
| YTD | +17.2% | +11.8% | +5.4% | +8.2% |
| 1Y | +25.5% | +17.5% | +8.0% | +11.6% |
| 3Y | +81.1% | +77.0% | +4.1% | +17.5% |
| 5Y | +83.2% | +82.6% | +0.7% | +14.9% |
| All | +149.4% | +321.7% | -172.3% | -20.8% |
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 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