+177.3%
DBD vs VOO
+78.2%
+99.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.9% |
| 7D | -1.6% | -0.9% | -0.7% | -0.9% |
| 30D | -9.8% | -2.3% | -7.5% | -7.7% |
| 3M | -19.4% | -1.2% | -18.3% | -18.6% |
| 6M | -26.4% | +3.3% | -29.7% | -29.1% |
| YTD | -16.0% | +12.3% | -28.3% | -26.3% |
| 1Y | -12.6% | +12.5% | -25.1% | -23.4% |
| 3Y | +168.2% | +79.2% | +89.0% | +53.5% |
| All | +177.3% | +78.2% | +99.1% | +59.2% |
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 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