+335.7%
DB vs VOO
+77.8%
+257.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +8.6% | +0.1% | +8.6% | +8.6% |
| 3M | +28.4% | +2.0% | +26.3% | +25.5% |
| 6M | +28.4% | +13.0% | +15.4% | +12.3% |
| YTD | +11.1% | +13.6% | -2.5% | -3.1% |
| 1Y | +21.3% | +20.1% | +1.2% | +0.1% |
| All | +335.7% | +77.8% | +257.9% | +163.8% |
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