-98.3%
DTIL vs VOO
+203.8%
-302.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -5.3% |
| 7D | +12.7% | -0.9% | +13.6% | +12.2% |
| 30D | +40.1% | -2.3% | +42.5% | +42.9% |
| 3M | +21.8% | -1.2% | +23.0% | +22.1% |
| 6M | +16.4% | +3.3% | +13.1% | +9.9% |
| YTD | +120.0% | +12.3% | +107.6% | +85.4% |
| 1Y | +52.5% | +12.5% | +40.0% | +28.2% |
| 3Y | -19.5% | +79.2% | -98.7% | -66.9% |
| 5Y | -97.0% | +75.7% | -172.7% | -98.7% |
| All | -98.3% | +203.8% | -302.1% | -99.6% |
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