-98.1%
DTIL vs VOO
+81.6%
-179.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.5% |
| 7D | -2.7% | -0.4% | -2.3% | -2.3% |
| 30D | -2.8% | -1.4% | -1.4% | -1.3% |
| 3M | +5.7% | +3.7% | +2.0% | +0.7% |
| 6M | +53.9% | +13.0% | +40.9% | +31.4% |
| YTD | +74.3% | +12.4% | +61.8% | +49.6% |
| 1Y | +42.4% | +18.6% | +23.8% | +14.3% |
| 3Y | -41.8% | +78.1% | -119.8% | -76.1% |
| 5Y | -98.1% | +82.3% | -180.4% | -99.2% |
| All | -98.1% | +81.6% | -179.7% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling