+212.0%
DB vs VOO
+67.9%
+144.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.7% |
| 7D | +3.6% | -2.7% | +6.3% | +6.7% |
| 30D | +3.8% | -5.4% | +9.2% | +10.5% |
| 3M | -7.4% | -4.1% | -3.4% | -2.9% |
| 6M | +12.8% | +0.7% | +12.0% | +12.1% |
| YTD | -6.4% | +8.7% | -15.1% | -14.0% |
| 1Y | -0.2% | +11.0% | -11.2% | -10.3% |
| 3Y | +235.4% | +75.5% | +159.9% | +83.0% |
| All | +212.0% | +67.9% | +144.1% | +79.4% |
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