+19.6%
DB vs VOO
+817.1%
-797.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | 0.0% |
| 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% | +25.0% |
| 6M | +28.4% | +13.0% | +15.4% | +9.2% |
| YTD | +11.1% | +13.6% | -2.5% | -6.0% |
| 1Y | +21.3% | +20.1% | +1.2% | -4.9% |
| 3Y | +316.1% | +77.6% | +238.5% | +86.3% |
| 5Y | +280.2% | +82.4% | +197.7% | +63.1% |
| 10Y | +273.2% | +316.8% | -43.6% | -60.7% |
| All | +19.6% | +817.1% | -797.5% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling