+272.6%
DBE vs VOO
+309.6%
-37.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.4% | +2.6% | -4.9% | -3.3% |
| 30D | -8.5% | -2.0% | -6.5% | -8.0% |
| 3M | +14.5% | -2.8% | +17.3% | +15.3% |
| 6M | +10.0% | +2.2% | +7.9% | +8.3% |
| YTD | +104.5% | +11.5% | +93.0% | +92.9% |
| 1Y | +94.4% | +13.5% | +80.9% | +81.8% |
| 3Y | +87.2% | +78.1% | +9.1% | +39.3% |
| 5Y | +131.2% | +73.1% | +58.1% | +72.8% |
| All | +272.6% | +309.6% | -37.0% | +109.1% |
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