+226.1%
DBD vs VOO
+79.2%
+146.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.7% |
| 7D | +0.6% | +0.5% | +0.1% | 0.0% |
| 30D | -11.0% | -0.9% | -10.1% | -10.0% |
| 3M | -17.5% | +3.9% | -21.4% | -20.8% |
| 6M | -13.5% | +14.5% | -28.1% | -25.5% |
| YTD | -1.2% | +13.0% | -14.1% | -13.6% |
| 1Y | +10.2% | +19.4% | -9.3% | -9.3% |
| 3Y | +275.6% | +78.9% | +196.7% | +113.6% |
| All | +226.1% | +79.2% | +146.9% | +86.6% |
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