+192.1%
DBD vs VOO
+76.6%
+115.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +0.6% |
| 7D | +7.2% | +0.1% | +7.1% | +6.8% |
| 30D | -5.6% | -3.3% | -2.3% | -2.3% |
| 3M | -20.3% | -2.4% | -17.9% | -18.3% |
| 6M | -23.0% | +2.6% | -25.6% | -25.2% |
| YTD | -11.5% | +11.3% | -22.8% | -21.5% |
| 1Y | -6.8% | +13.4% | -20.3% | -19.2% |
| 3Y | +180.8% | +80.3% | +100.5% | +60.3% |
| All | +192.1% | +76.6% | +115.5% | +69.5% |
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