+233.8%
DBD vs VOO
+80.2%
+153.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.8% |
| 30D | -12.1% | +0.1% | -12.2% | -12.1% |
| 3M | -16.5% | +2.0% | -18.6% | -18.3% |
| 6M | -14.2% | +13.0% | -27.2% | -25.0% |
| YTD | +1.1% | +13.6% | -12.4% | -12.1% |
| 1Y | +14.9% | +20.1% | -5.1% | -5.9% |
| 3Y | +268.0% | +77.6% | +190.4% | +111.0% |
| All | +233.8% | +80.2% | +153.6% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling