+216.7%
DOL vs VOO
+806.9%
-590.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.7% |
| 7D | -0.9% | -0.9% | 0.0% | -0.1% |
| 30D | +1.1% | -2.3% | +3.5% | +3.1% |
| 3M | -2.7% | -1.2% | -1.5% | -1.8% |
| 6M | +1.9% | +3.3% | -1.4% | -0.9% |
| YTD | +15.1% | +12.3% | +2.8% | +4.3% |
| 1Y | +19.1% | +12.5% | +6.6% | +7.7% |
| 3Y | +79.9% | +79.2% | +0.7% | +7.1% |
| 5Y | +80.8% | +75.7% | +5.1% | +8.0% |
| 10Y | +153.2% | +313.7% | -160.5% | -38.0% |
| All | +216.7% | +806.9% | -590.2% | -69.9% |
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