+210.6%
DBAW vs VOO
+409.8%
-199.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.5% |
| 7D | -0.8% | -2.7% | +2.0% | +1.3% |
| 30D | -3.9% | -5.4% | +1.4% | +0.1% |
| 3M | -4.5% | -4.1% | -0.4% | -1.5% |
| 6M | -1.3% | +0.7% | -2.0% | -1.8% |
| YTD | +11.7% | +8.7% | +3.0% | +5.2% |
| 1Y | +14.9% | +11.0% | +3.9% | +6.6% |
| 3Y | +70.7% | +75.5% | -4.8% | +12.4% |
| 5Y | +68.7% | +68.4% | +0.4% | +13.4% |
| 10Y | +191.0% | +315.7% | -124.6% | -7.7% |
| All | +210.6% | +409.8% | -199.2% | -8.0% |
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 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