+167.6%
DBD vs VOO
+77.0%
+90.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -5.5% | +2.6% | -8.1% | -8.1% |
| 30D | -14.4% | -2.0% | -12.4% | -12.7% |
| 3M | -23.8% | -2.8% | -21.0% | -21.6% |
| 6M | -23.6% | +2.2% | -25.7% | -25.4% |
| YTD | -18.9% | +11.5% | -30.4% | -28.3% |
| 1Y | -15.7% | +13.5% | -29.2% | -26.8% |
| 3Y | +153.2% | +78.1% | +75.1% | +45.9% |
| All | +167.6% | +77.0% | +90.7% | +54.9% |
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