+273.0%
DB vs VOO
+82.6%
+190.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +25.6% |
| 6M | +28.4% | +13.0% | +15.4% | +12.4% |
| YTD | +11.1% | +13.6% | -2.5% | -3.1% |
| 1Y | +21.3% | +20.1% | +1.2% | -0.3% |
| 3Y | +316.1% | +77.6% | +238.5% | +121.9% |
| All | +273.0% | +82.6% | +190.5% | +93.5% |
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