+178.8%
DBD vs VOO
+76.0%
+102.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.2% | -4.2% |
| 7D | +2.7% | -0.6% | +3.3% | +3.1% |
| 30D | -9.9% | -3.6% | -6.3% | -6.4% |
| 3M | -20.0% | -2.7% | -17.3% | -17.7% |
| 6M | -26.5% | +2.2% | -28.7% | -28.3% |
| YTD | -15.5% | +10.9% | -26.4% | -24.8% |
| 1Y | -11.8% | +11.3% | -23.1% | -21.8% |
| 3Y | +169.6% | +76.9% | +92.7% | +56.5% |
| All | +178.8% | +76.0% | +102.8% | +62.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling