+7.1%
DOLE vs VOO
+87.7%
-80.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +0.3% | +0.5% | -0.3% | 0.0% |
| 30D | +0.4% | -0.9% | +1.4% | +0.9% |
| 3M | +2.1% | +3.9% | -1.8% | 0.0% |
| 6M | -7.9% | +14.5% | -22.4% | -14.2% |
| YTD | -6.2% | +13.0% | -19.2% | -12.1% |
| 1Y | +4.0% | +19.4% | -15.4% | -5.5% |
| 3Y | +31.4% | +78.9% | -47.5% | -6.7% |
| 5Y | +3.5% | +82.3% | -78.8% | -26.9% |
| All | +7.1% | +87.7% | -80.6% | -25.0% |
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