+79.1%
DOL vs VOO
+78.8%
+0.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | +1.0% | -0.6% | +1.6% | +1.4% |
| 30D | +0.6% | -3.6% | +4.3% | +3.1% |
| 3M | -2.8% | -2.7% | -0.1% | -1.1% |
| 6M | +1.6% | +2.2% | -0.7% | +0.1% |
| YTD | +14.6% | +10.9% | +3.7% | +7.4% |
| 1Y | +19.6% | +11.3% | +8.3% | +11.8% |
| 3Y | +79.1% | +76.9% | +2.2% | +20.5% |
| All | +79.1% | +78.8% | +0.3% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling