+8.0%
DOLE vs VOO
+88.8%
-80.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | +1.2% | +2.0% | -0.8% | 0.0% |
| 6M | -8.2% | +13.0% | -21.3% | -13.9% |
| YTD | -5.4% | +13.6% | -19.0% | -11.6% |
| 1Y | +5.8% | +20.1% | -14.3% | -4.1% |
| 3Y | +23.7% | +77.6% | -53.9% | -11.6% |
| 5Y | -0.8% | +82.4% | -83.3% | -30.0% |
| All | +8.0% | +88.8% | -80.8% | -24.6% |
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