-7.7%
DTIL vs VOO
+77.5%
-85.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.7% |
| 7D | +36.3% | -0.6% | +36.9% | +35.8% |
| 30D | +41.4% | -3.6% | +45.0% | +43.9% |
| 3M | +27.3% | -2.7% | +30.1% | +28.8% |
| 6M | +23.5% | +2.2% | +21.3% | +21.3% |
| YTD | +128.4% | +10.9% | +117.5% | +114.1% |
| 1Y | +56.5% | +11.3% | +45.2% | +46.5% |
| All | -7.7% | +77.5% | -85.1% | -24.1% |
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 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