+71.7%
DBAW vs VOO
+72.6%
-0.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +2.5% | +2.6% | -0.1% | +0.8% |
| 30D | -0.1% | -2.0% | +1.8% | +1.2% |
| 3M | -3.7% | -2.8% | -0.9% | -1.8% |
| 6M | +1.4% | +2.2% | -0.8% | 0.0% |
| YTD | +14.6% | +11.5% | +3.0% | +6.8% |
| 1Y | +16.8% | +13.5% | +3.3% | +7.6% |
| 3Y | +74.6% | +78.1% | -3.4% | +21.2% |
| All | +71.7% | +72.6% | -0.9% | +21.0% |
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