+9.1%
DOLE vs VOO
+84.3%
-75.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +7.5% | -0.6% | +8.1% | +7.7% |
| 30D | +7.0% | -3.6% | +10.6% | +8.8% |
| 3M | +9.0% | -2.7% | +11.7% | +10.3% |
| 6M | -4.3% | +2.2% | -6.6% | -5.7% |
| YTD | -4.5% | +10.9% | -15.4% | -9.8% |
| 1Y | +3.8% | +11.3% | -7.6% | -2.3% |
| 3Y | +29.7% | +76.9% | -47.2% | -7.6% |
| 5Y | +13.0% | +73.5% | -60.5% | -24.4% |
| All | +9.1% | +84.3% | -75.2% | -23.1% |
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