+273.6%
DB vs VOO
+314.0%
-40.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | +3.7% | +0.5% | +3.2% | +3.1% |
| 30D | +7.9% | -0.9% | +8.8% | +9.1% |
| 3M | +31.0% | +3.9% | +27.1% | +25.5% |
| 6M | +36.2% | +14.5% | +21.6% | +17.2% |
| YTD | +10.4% | +13.0% | -2.6% | -3.3% |
| 1Y | +20.9% | +19.4% | +1.5% | -0.5% |
| 3Y | +335.8% | +78.9% | +256.9% | +124.4% |
| 5Y | +272.6% | +82.3% | +190.4% | +89.0% |
| 10Y | +273.6% | +314.2% | -40.7% | -43.1% |
| All | +273.6% | +314.0% | -40.4% | -43.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling