+74.4%
VOO vs DLR
+39.4%
+35.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -2.0% | +1.1% | -0.3% |
| 30D | -2.3% | +0.5% | -2.9% | -2.6% |
| 3M | -1.2% | -4.4% | +3.3% | 0.0% |
| 6M | +3.3% | -6.4% | +9.8% | +4.8% |
| YTD | +12.3% | +19.5% | -7.2% | +4.9% |
| 1Y | +12.5% | +10.5% | +2.0% | +7.7% |
| 3Y | +79.2% | +54.0% | +25.2% | +50.2% |
| All | +74.4% | +39.4% | +35.0% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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