+0.8%
DB vs VOO
+777.9%
-777.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.8% |
| 7D | +3.6% | -2.7% | +6.3% | +7.4% |
| 30D | +3.8% | -5.4% | +9.2% | +11.9% |
| 3M | -7.4% | -4.1% | -3.4% | -2.0% |
| 6M | +12.8% | +0.7% | +12.0% | +11.7% |
| YTD | -6.4% | +8.7% | -15.1% | -15.9% |
| 1Y | -0.2% | +11.0% | -11.2% | -12.7% |
| 3Y | +235.4% | +75.5% | +159.9% | +52.7% |
| 5Y | +213.0% | +68.4% | +144.6% | +50.4% |
| 10Y | +248.5% | +315.7% | -67.1% | -64.1% |
| All | +0.8% | +777.9% | -777.0% | -97.5% |
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 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